WhitTier Trust Company’s Life Storage, Inc. LSI Stock Holding History

WhitTier Trust Company’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	-508	Closed	-$67.5K	–	1201
2023 Q2	$67.5K	Hold	508	–	–	﹤0.01%	619
2023 Q1	$66.6K	Hold	508	–	–	﹤0.01%	609
2022 Q4	$50K	Hold	508	–	–	﹤0.01%	670
2022 Q3	$56K	Buy	+508	New	+$62.3K	﹤0.01%	648

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

WhitTier Trust Company's LSI Position: Q3 2023 in Review

WhitTier Trust Company sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 508 shares — an estimated $67.5K sold.

WhitTier Trust Company first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $67.5K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

WhitTier Trust Company reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
WhitTier Trust Company sold 508 Life Storage, Inc. shares in Q3 2023, an estimated $67.5K.
WhitTier Trust Company first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
WhitTier Trust Company's Life Storage, Inc. position peaked at $67.5K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on WhitTier Trust Company's 13F filing for Q3 2023, filed 27 Oct 2023.