FHC
SELF

First Heartland Consultants’s Global Self Storage SELF Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-24,430
Closed -$119K – 393
2022
Q4 		$119K Buy
24,430
+12,212
+100% +$62.6K 0.02% 363
2022
Q3 		$71 Buy
+12,218
New +$70.1K 0.01% 340

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Heartland Consultants's SELF Position: Q1 2023 in Review

First Heartland Consultants sold out of Global Self Storage (SELF) in Q1 2023, closing a stake of 24,430 shares — an estimated $119K sold.

First Heartland Consultants first reported a position in SELF in Q3 2022 and held it in 2 quarters. The position peaked at $119K in Q4 2022. 44 funds tracked by Wall St. Rank hold SELF as of Q1 2023.

  • First Heartland Consultants reported no remaining Global Self Storage position as of Q1 2023 after selling out during the quarter.
  • First Heartland Consultants sold 24,430 Global Self Storage shares in Q1 2023, an estimated $119K.
  • First Heartland Consultants first reported a position in Global Self Storage in Q3 2022 and held it in 2 quarters.
  • First Heartland Consultants's Global Self Storage position peaked at $119K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.