ZIM
LSI

Zacks Investment Management’s Life Storage, Inc. LSI Stock Holding History

Zacks Investment Management’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
-1,660
Closed -$221K – 728
2023
Q2 		$221K Sell
1,660
-129,403
-99% -$17.2M ﹤0.01% 581
2023
Q1 		$17.2M Buy
131,063
+1,969
+2% +$228K 0.23% 111
2022
Q4 		$12.7M Sell
129,094
-602
-0.5% -$63.1K 0.18% 121
2022
Q3 		$14.4M Buy
129,696
+5,467
+4% +$671K 0.23% 104
2022
Q2 		$13.9M Buy
124,229
+2,815
+2% +$348K 0.21% 110
2022
Q1 		$17.1M Buy
121,414
+5,012
+4% +$675K 0.24% 99
2021
Q4 		$17.8M Buy
116,402
+84,563
+266% +$11.3M 0.25% 100
2021
Q3 		$3.65M Buy
31,839
+964
+3% +$115K 0.06% 213
2021
Q2 		$3.31M Buy
30,875
+1,447
+5% +$142K 0.05% 225
2021
Q1 		$2.53M Buy
29,428
+1,867
+7% +$155K 0.05% 249
2020
Q4 		$2.19M Buy
27,561
+1,363
+5% +$104K 0.04% 246
2020
Q3 		$1.84M Buy
26,198
+353
+1% +$23.9K 0.04% 236
2020
Q2 		$1.64M Buy
25,845
+534
+2% +$33.1K 0.04% 228
2020
Q1 		$1.6M Buy
25,311
+61
+0.2% +$4.36K 0.04% 222
2019
Q4 		$1.82M Buy
25,250
+761
+3% +$54.4K 0.03% 290
2019
Q3 		$1.72M Buy
24,489
+1,014
+4% +$68.9K 0.03% 290
2019
Q2 		$1.49M Sell
23,475
-30,018
-56% -$1.93M 0.03% 334
2019
Q1 		$3.47M Buy
53,493
+4,299
+9% +$275K 0.07% 180
2018
Q4 		$3.05M Buy
+49,194
New +$3.12M 0.07% 174
2015
Q1 		– Sell
-5,873
Closed -$341K – 732
2014
Q4 		$341K Buy
+5,873
New +$327K 0.01% 478

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

Zacks Investment Management's LSI Position: Q3 2023 in Review

Zacks Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,660 shares — an estimated $221K sold.

Zacks Investment Management first reported a position in LSI in Q4 2014 and held it in 20 quarters. The position peaked at $17.8M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Zacks Investment Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,660 Life Storage, Inc. shares in Q3 2023, an estimated $221K.
  • Zacks Investment Management first reported a position in Life Storage, Inc. in Q4 2014 and held it in 20 quarters.
  • Zacks Investment Management's Life Storage, Inc. position peaked at $17.8M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.