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

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