Burgundy Asset Management’s Global Self Storage SELF Stock Holding History

Burgundy Asset Management’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
2024 Q1	–	Sell	-70,740	Closed	-$328K	–	109
2023 Q4	$328K	Sell	70,740 -186,497	-73%	-$866K	﹤0.01%	102
2023 Q3	$1.25M	Hold	257,237	–	–	0.02%	94
2023 Q2	$1.3M	Hold	257,237	–	–	0.02%	96
2023 Q1	$1.32M	Hold	257,237	–	–	0.02%	93
2022 Q4	$1.25M	Buy	257,237 +113,707	+79%	+$583K	0.02%	91
2022 Q3	$841K	Sell	143,530 -35,882	-20%	-$206K	0.01%	93
2022 Q2	$1.01M	Hold	179,412	–	–	0.01%	95
2022 Q1	$1M	Hold	179,412	–	–	0.01%	97
2021 Q4	$1.02M	Hold	179,412	–	–	0.01%	93
2021 Q3	$924K	Hold	179,412	–	–	0.01%	96
2021 Q2	$935K	Hold	179,412	–	–	0.01%	99
2021 Q1	$854K	Hold	179,412	–	–	0.01%	97
2020 Q4	$719K	Buy	179,412 +16,382	+10%	+$65.8K	0.01%	96
2020 Q3	$654K	Buy	+163,030	New	+$636K	0.01%	90

Other funds holding SELF

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

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

Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return

MCM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SAM

Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burgundy Asset Management's SELF Position: Q1 2024 in Review

Burgundy Asset Management sold out of Global Self Storage (SELF) in Q1 2024, closing a stake of 70,740 shares — an estimated $328K sold.

Burgundy Asset Management first reported a position in SELF in Q3 2020 and held it in 14 quarters. The position peaked at $1.32M in Q1 2023. 45 funds tracked by Wall St. Rank hold SELF as of Q1 2024.

Burgundy Asset Management reported no remaining Global Self Storage position as of Q1 2024 after selling out during the quarter.
Burgundy Asset Management sold 70,740 Global Self Storage shares in Q1 2024, an estimated $328K.
Burgundy Asset Management first reported a position in Global Self Storage in Q3 2020 and held it in 14 quarters.
Burgundy Asset Management's Global Self Storage position peaked at $1.32M in Q1 2023.
45 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2024.

Based on Burgundy Asset Management's 13F filing for Q1 2024, filed 13 May 2024.