Envestnet Asset Management
SELF

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

Envestnet 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
Q2 		– Sell
-27,291
Closed -$121K – 4287
2024
Q1 		$121K Sell
27,291
-5,351
-16% -$23.4K ﹤0.01% 4043
2023
Q4 		$151K Buy
32,642
+553
+2% +$2.57K ﹤0.01% 3882
2023
Q3 		$156K Buy
32,089
+9,441
+42% +$47.4K ﹤0.01% 3790
2023
Q2 		$114K Buy
22,648
+338
+2% +$1.72K ﹤0.01% 3818
2023
Q1 		$115K Sell
22,310
-578
-3% -$3.03K ﹤0.01% 3781
2022
Q4 		$112K Sell
22,888
-178,664
-89% -$915K ﹤0.01% 3796
2022
Q3 		$1.18M Buy
201,552
+42,212
+26% +$242K ﹤0.01% 2430
2022
Q2 		$897K Buy
+159,340
New +$946K ﹤0.01% 2679
2021
Q3 		– Sell
-15,000
Closed -$78K – 3750
2021
Q2 		$78K Hold
15,000
– – ﹤0.01% 3583
2021
Q1 		$71K Hold
15,000
– – ﹤0.01% 3439
2020
Q4 		$60K Hold
15,000
– – ﹤0.01% 3224
2020
Q3 		$60K Hold
15,000
– – ﹤0.01% 3052
2020
Q2 		$59K Hold
15,000
– – ﹤0.01% 3018
2020
Q1 		$53K Hold
15,000
– – ﹤0.01% 2895
2019
Q4 		$65K Buy
+15,000
New +$65.6K ﹤0.01% 3031

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Envestnet Asset Management's SELF Position: Q2 2024 in Review

Envestnet Asset Management sold out of Global Self Storage (SELF) in Q2 2024, closing a stake of 27,291 shares — an estimated $121K sold.

Envestnet Asset Management first reported a position in SELF in Q4 2019 and held it in 15 quarters. The position peaked at $1.18M in Q3 2022. 42 funds tracked by Wall St. Rank hold SELF as of Q2 2024.

  • Envestnet Asset Management reported no remaining Global Self Storage position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 27,291 Global Self Storage shares in Q2 2024, an estimated $121K.
  • Envestnet Asset Management first reported a position in Global Self Storage in Q4 2019 and held it in 15 quarters.
  • Envestnet Asset Management's Global Self Storage position peaked at $1.18M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.