Baird Financial Group
CUBE icon

Baird Financial Group’s CubeSmart CUBE Stock Holding History

Baird Financial Group’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,898
Closed -$479K – 1765
2024
Q3 		$479K Buy
8,898
+828
+10% +$41.1K ﹤0.01% 1390
2024
Q2 		$365K Buy
8,070
+1,453
+22% +$62.7K ﹤0.01% 1495
2024
Q1 		$299K Buy
6,617
+435
+7% +$19.3K ﹤0.01% 1552
2023
Q4 		$287K Sell
6,182
-1,328
-18% -$52.2K ﹤0.01% 1534
2023
Q3 		$286K Buy
+7,510
New +$317K ﹤0.01% 1517
2022
Q1 		– Sell
-3,615
Closed -$206K – 1833
2021
Q4 		$206K Buy
+3,615
New +$194K ﹤0.01% 1813
2020
Q3 		– Sell
-13,426
Closed -$362K – 1504
2020
Q2 		$362K Buy
+13,426
New +$355K ﹤0.01% 1237

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird Financial Group's CUBE Position: Q4 2024 in Review

Baird Financial Group sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 8,898 shares — an estimated $479K sold.

Baird Financial Group first reported a position in CUBE in Q2 2020 and held it in 7 quarters. The position peaked at $479K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

  • Baird Financial Group reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 8,898 CubeSmart shares in Q4 2024, an estimated $479K.
  • Baird Financial Group first reported a position in CubeSmart in Q2 2020 and held it in 7 quarters.
  • Baird Financial Group's CubeSmart position peaked at $479K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.