Carroll Financial Associates’s Life Storage, Inc. LSI Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-19	Closed	-$2.54K	–	2016
2021 Q3	$2K	Buy	+19	New	+$2.26K	﹤0.01%	1591
2020 Q3	–	Sell	-1,350	Closed	-$85K	–	1742
2020 Q2	$85K	Sell	1,350 -837	-38%	-$51.9K	0.01%	512
2020 Q1	$137K	Sell	2,187 -1,871	-46%	-$134K	0.01%	363
2019 Q4	$292K	Sell	4,058 -625	-13%	-$44.7K	0.02%	285
2019 Q3	$329K	Buy	4,683 +72	+2%	+$4.89K	0.03%	277
2019 Q2	$292K	Buy	4,611 +3,261	+242%	+$209K	0.03%	286
2019 Q1	$87K	Hold	1,350	–	–	0.01%	476
2018 Q4	$82K	Hold	1,350	–	–	0.01%	415
2018 Q3	$85K	Hold	1,350	–	–	0.01%	428
2018 Q2	$87K	Hold	1,350	–	–	0.01%	413
2018 Q1	$75K	Hold	1,350	–	–	0.01%	430
2017 Q4	$80K	Hold	1,350	–	–	0.01%	415
2017 Q3	$73K	Hold	1,350	–	–	0.01%	419
2017 Q2	$66K	Hold	1,350	–	–	0.01%	439
2017 Q1	$73K	Hold	1,350	–	–	0.01%	414
2016 Q4	$76K	Hold	1,350	–	–	0.01%	393
2016 Q3	$80K	Hold	1,350	–	–	0.01%	385
2016 Q2	$94K	Hold	1,350	–	–	0.02%	345
2016 Q1	$106K	Hold	1,350	–	–	0.02%	304
2015 Q4	$96K	Hold	1,350	–	–	0.02%	298
2015 Q3	$88K	Hold	1,350	–	–	0.02%	300
2015 Q2	$78K	Hold	1,350	–	–	0.02%	306
2015 Q1	$85K	Buy	+1,350	New	+$83.8K	0.04%	205

Other funds holding LSI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's LSI Position: Q4 2021 in Review

Carroll Financial Associates sold out of Life Storage, Inc. (LSI) in Q4 2021, closing a stake of 19 shares — an estimated $2.54K sold.

Carroll Financial Associates first reported a position in LSI in Q1 2015 and held it in 23 quarters. The position peaked at $329K in Q3 2019. 434 funds tracked by Wall St. Rank hold LSI as of Q4 2021.

Carroll Financial Associates reported no remaining Life Storage, Inc. position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 19 Life Storage, Inc. shares in Q4 2021, an estimated $2.54K.
Carroll Financial Associates first reported a position in Life Storage, Inc. in Q1 2015 and held it in 23 quarters.
Carroll Financial Associates's Life Storage, Inc. position peaked at $329K in Q3 2019.
434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.