Bank of Montreal’s Global Self Storage SELF Stock Holding History

Bank of Montreal’s Portfolio SELF Stock Details SELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23,448	Closed	-$121K	–	4181
2023 Q2	$121K	Buy	+23,448	New	+$119K	﹤0.01%	3398

Other funds holding SELF

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's SELF Position: Q3 2023 in Review

Bank of Montreal sold out of Global Self Storage (SELF) in Q3 2023, closing a stake of 23,448 shares — an estimated $121K sold.

Bank of Montreal first reported a position in SELF in Q2 2023 and held it in 1 quarter. The position peaked at $121K in Q2 2023. 43 funds tracked by Wall St. Rank hold SELF as of Q3 2023.

Bank of Montreal reported no remaining Global Self Storage position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 23,448 Global Self Storage shares in Q3 2023, an estimated $121K.
Bank of Montreal first reported a position in Global Self Storage in Q2 2023 and held it in 1 quarter.
Bank of Montreal's Global Self Storage position peaked at $121K in Q2 2023.
43 funds tracked by Wall St. Rank held Global Self Storage as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.