Carlyle Group’s Life Storage, Inc. LSI Stock Holding History

Carlyle Group’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 Q2	–	Sell	-86,000	Closed	-$11.3M	–	30
2023 Q1	$11.3M	Hold	86,000	–	–	0.34%	16
2022 Q4	$8.47M	Hold	86,000	–	–	0.25%	10
2022 Q3	$9.53M	Buy	+86,000	New	+$10.6M	0.3%	6

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carlyle Group's LSI Position: Q2 2023 in Review

Carlyle Group sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 86,000 shares — an estimated $11.3M sold.

Carlyle Group first reported a position in LSI in Q3 2022 and held it in 3 quarters. The position peaked at $11.3M in Q1 2023. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Carlyle Group reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Carlyle Group sold 86,000 Life Storage, Inc. shares in Q2 2023, an estimated $11.3M.
Carlyle Group first reported a position in Life Storage, Inc. in Q3 2022 and held it in 3 quarters.
Carlyle Group's Life Storage, Inc. position peaked at $11.3M in Q1 2023.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Carlyle Group's 13F filing for Q2 2023, filed 4 Aug 2023.