Burgundy Asset Management’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70,740
| Closed | -$328K | – | 109 |
|
|
2023
Q4 | $328K | Sell |
70,740
-186,497
| -73% | -$864K | ﹤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 | $1.26M | Buy |
257,237
+113,707
| +79% | +$555K | 0.02% | 91 |
|
|
2022
Q3 | $841K | Sell |
143,530
-35,882
| -20% | -$210K | 0.01% | 93 |
|
|
2022
Q2 | $1.01M | Hold |
179,412
| – | – | 0.01% | 95 |
|
|
2022
Q1 | $1.01M | 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% | +$65.7K | 0.01% | 96 |
|
|
2020
Q3 | $654K | Buy |
+163,030
| New | +$654K | 0.01% | 90 |
|