X
LSI

Xponance’s Life Storage, Inc. LSI Stock Holding History

Xponance’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
-10,354
Closed -$1.38M – 1288
2023
Q2 		$1.38M Sell
10,354
-929
-8% -$124K 0.02% 560
2023
Q1 		$1.48M Sell
11,283
-18
-0.2% -$2.08K 0.02% 537
2022
Q4 		$1.11M Buy
11,301
+1,296
+13% +$136K 0.02% 598
2022
Q3 		$1.11M Sell
10,005
-79
-0.8% -$9.7K 0.02% 543
2022
Q2 		$1.13M Buy
10,084
+1,031
+11% +$127K 0.02% 537
2022
Q1 		$1.27M Sell
9,053
-99
-1% -$13.3K 0.02% 514
2021
Q4 		$1.4M Buy
9,152
+340
+4% +$45.4K 0.02% 491
2021
Q3 		$1.01M Sell
8,812
-155
-2% -$18.4K 0.02% 555
2021
Q2 		$963K Buy
8,967
+1,028
+13% +$101K 0.02% 615
2021
Q1 		$682K Buy
7,939
+277
+4% +$23K 0.01% 631
2020
Q4 		$610K Buy
7,662
+265
+4% +$20.2K 0.01% 654
2020
Q3 		$519K Buy
7,397
+1,050
+17% +$71.2K 0.01% 628
2020
Q2 		$402K Buy
+6,347
New +$394K 0.01% 706

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 $9.54B AUM 19.86% 1-Year Est. Return

Xponance's LSI Position: Q3 2023 in Review

Xponance sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 10,354 shares — an estimated $1.38M sold.

Xponance first reported a position in LSI in Q2 2020 and held it in 13 quarters. The position peaked at $1.48M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Xponance reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Xponance sold 10,354 Life Storage, Inc. shares in Q3 2023, an estimated $1.38M.
  • Xponance first reported a position in Life Storage, Inc. in Q2 2020 and held it in 13 quarters.
  • Xponance's Life Storage, Inc. position peaked at $1.48M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Xponance's 13F filing for Q3 2023, filed 24 Oct 2023.