DLG
SELF

Daniel L. Goodwin’s Global Self Storage SELF Stock Holding History

Daniel L. Goodwin’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 		$156K Sell
32,000
-3,000
-9% -$15.1K 0.08% 91
2023
Q2 		$177K Hold
35,000
– – 0.08% 86
2023
Q1 		$180K Buy
+35,000
New +$184K 0.09% 84

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daniel L. Goodwin's SELF Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Global Self Storage (SELF) stake by 8.6% in Q3 2023, selling an estimated $15.1K and leaving 32,000 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #91.

Daniel L. Goodwin first reported a position in SELF in Q1 2023 and has held it in 3 quarters since. The position peaked at $180K in Q1 2023. 43 funds tracked by Wall St. Rank hold SELF as of Q3 2023.

  • Daniel L. Goodwin held 32,000 shares of Global Self Storage worth $156K as of Q3 2023.
  • Daniel L. Goodwin sold 3,000 Global Self Storage shares in Q3 2023, an estimated $15.1K.
  • Global Self Storage made up 0.08% of Daniel L. Goodwin's portfolio in Q3 2023, its #91 holding.
  • Daniel L. Goodwin first reported a position in Global Self Storage in Q1 2023 and has held it in 3 quarters since.
  • Daniel L. Goodwin's Global Self Storage position peaked at $180K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Global Self Storage as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.