M&R Capital Management’s Global Self Storage SELF Stock Holding History

M&R Capital 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
2021 Q2	–	Sell	-1,000	Closed	-$4K	–	434
2021 Q1	$4K	Hold	1,000	–	–	﹤0.01%	378
2020 Q4	$4K	Hold	1,000	–	–	﹤0.01%	399
2020 Q3	$4K	Hold	1,000	–	–	﹤0.01%	415
2020 Q2	$3K	Hold	1,000	–	–	﹤0.01%	427
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	424
2019 Q4	$4K	Hold	1,000	–	–	﹤0.01%	437
2019 Q3	$4K	Hold	1,000	–	–	﹤0.01%	446
2019 Q2	$3K	Hold	1,000	–	–	﹤0.01%	468
2019 Q1	$3K	Hold	1,000	–	–	﹤0.01%	471
2018 Q4	$3K	Hold	1,000	–	–	﹤0.01%	474
2018 Q3	$4K	Hold	1,000	–	–	﹤0.01%	486
2018 Q2	$4K	Hold	1,000	–	–	﹤0.01%	480
2018 Q1	$4K	Hold	1,000	–	–	﹤0.01%	484
2017 Q4	$4K	Hold	1,000	–	–	﹤0.01%	497
2017 Q3	$4K	Hold	1,000	–	–	﹤0.01%	500
2017 Q2	$5K	Hold	1,000	–	–	﹤0.01%	484
2017 Q1	$4K	Hold	1,000	–	–	﹤0.01%	498
2016 Q4	$4K	Hold	1,000	–	–	﹤0.01%	492
2016 Q3	$5K	Hold	1,000	–	–	﹤0.01%	474
2016 Q2	$5K	Buy	+1,000	New	+$4.94K	﹤0.01%	464

Other funds holding SELF

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M&R Capital Management's SELF Position: Q2 2021 in Review

M&R Capital Management sold out of Global Self Storage (SELF) in Q2 2021, closing a stake of 1,000 shares — an estimated $4K sold.

M&R Capital Management first reported a position in SELF in Q2 2016 and held it in 20 quarters. The position peaked at $5K in Q2 2017. 28 funds tracked by Wall St. Rank hold SELF as of Q2 2021.

M&R Capital Management reported no remaining Global Self Storage position as of Q2 2021 after selling out during the quarter.
M&R Capital Management sold 1,000 Global Self Storage shares in Q2 2021, an estimated $4K.
M&R Capital Management first reported a position in Global Self Storage in Q2 2016 and held it in 20 quarters.
M&R Capital Management's Global Self Storage position peaked at $5K in Q2 2017.
28 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2021.

Based on M&R Capital Management's 13F filing for Q2 2021, filed 2 Jul 2021.