WT
LSI

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

Whittier Trust’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
-91
Closed -$12.1K – 1723
2023
Q2 		$12.1K Buy
91
+63
+225% +$8.38K ﹤0.01% 1234
2023
Q1 		$3.67K Hold
28
– – ﹤0.01% 1430
2022
Q4 		$2.76K Sell
28
-201
-88% -$21.1K ﹤0.01% 1457
2022
Q3 		$25K Hold
229
– – ﹤0.01% 1121
2022
Q2 		$26K Buy
229
+28
+14% +$3.46K ﹤0.01% 1110
2022
Q1 		$28K Buy
+201
New +$27.1K ﹤0.01% 1126
2019
Q2 		– Sell
-9
Closed -$1K – 1475
2019
Q1 		$1K Buy
+9
New +$577 ﹤0.01% 1374

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Whittier Trust's LSI Position: Q3 2023 in Review

Whittier Trust sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 91 shares — an estimated $12.1K sold.

Whittier Trust first reported a position in LSI in Q1 2019 and held it in 7 quarters. The position peaked at $28K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Whittier Trust reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Whittier Trust sold 91 Life Storage, Inc. shares in Q3 2023, an estimated $12.1K.
  • Whittier Trust first reported a position in Life Storage, Inc. in Q1 2019 and held it in 7 quarters.
  • Whittier Trust's Life Storage, Inc. position peaked at $28K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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