Westchester Capital Management (New York)’s Life Storage, Inc. LSI Stock Holding History

Westchester Capital Management (New York)’s Portfolio LSI Stock Details LSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-342,182	Closed	-$45.5M	–	376
2023 Q2	$45.5M	Buy	+342,182	New	+$45.5M	1.43%	14

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Westchester Capital Management (New York)'s LSI Position: Q3 2023 in Review

Westchester Capital Management (New York) sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 342,182 shares — an estimated $45.5M sold.

Westchester Capital Management (New York) first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $45.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Westchester Capital Management (New York) reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Westchester Capital Management (New York) sold 342,182 Life Storage, Inc. shares in Q3 2023, an estimated $45.5M.
Westchester Capital Management (New York) first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
Westchester Capital Management (New York)'s Life Storage, Inc. position peaked at $45.5M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2023, filed 8 Nov 2023.