Winmill & Co’s Life Storage, Inc. LSI Stock Holding History

Winmill & Co’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	-4,500	Closed	-$598K	–	75
2023 Q2	$598K	Hold	4,500	–	–	0.21%	54
2023 Q1	$590K	Hold	4,500	–	–	0.22%	54
2022 Q4	$443K	Hold	4,500	–	–	0.16%	59
2022 Q3	$498K	Hold	4,500	–	–	0.2%	58
2022 Q2	$502K	Hold	4,500	–	–	0.18%	61
2022 Q1	$632K	Hold	4,500	–	–	0.19%	62
2021 Q4	$689K	Hold	4,500	–	–	0.2%	62
2021 Q3	$516K	Hold	4,500	–	–	0.17%	66
2021 Q2	$483K	Hold	4,500	–	–	0.17%	69
2021 Q1	$387K	Hold	4,500	–	–	0.14%	72
2020 Q4	$358K	Hold	4,500	–	–	0.14%	82
2020 Q3	$316K	Hold	4,500	–	–	0.13%	85
2020 Q2	$285K	Hold	4,500	–	–	0.11%	93
2020 Q1	$284K	Hold	4,500	–	–	0.15%	90
2019 Q4	$325K	Hold	4,500	–	–	0.11%	104
2019 Q3	$316K	Buy	+4,500	New	+$306K	0.13%	97

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

Winmill & Co's LSI Position: Q3 2023 in Review

Winmill & Co sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,500 shares — an estimated $598K sold.

Winmill & Co first reported a position in LSI in Q3 2019 and held it in 16 quarters. The position peaked at $689K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Winmill & Co reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Winmill & Co sold 4,500 Life Storage, Inc. shares in Q3 2023, an estimated $598K.
Winmill & Co first reported a position in Life Storage, Inc. in Q3 2019 and held it in 16 quarters.
Winmill & Co's Life Storage, Inc. position peaked at $689K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Winmill & Co's 13F filing for Q3 2023, filed 13 Nov 2023.