BBR Partners’s CubeSmart CUBE Stock Holding History

BBR Partners’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
2021 Q4	–	Sell	-81,706	Closed	-$3.96M	–	212
2021 Q3	$3.96M	Buy	+81,706	New	+$4.12M	0.33%	29

Other funds holding CUBE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BBR Partners's CUBE Position: Q4 2021 in Review

BBR Partners sold out of CubeSmart (CUBE) in Q4 2021, closing a stake of 81,706 shares — an estimated $3.96M sold.

BBR Partners first reported a position in CUBE in Q3 2021 and held it in 1 quarter. The position peaked at $3.96M in Q3 2021. 387 funds tracked by Wall St. Rank hold CUBE as of Q4 2021.

BBR Partners reported no remaining CubeSmart position as of Q4 2021 after selling out during the quarter.
BBR Partners sold 81,706 CubeSmart shares in Q4 2021, an estimated $3.96M.
BBR Partners first reported a position in CubeSmart in Q3 2021 and held it in 1 quarter.
BBR Partners's CubeSmart position peaked at $3.96M in Q3 2021.
387 funds tracked by Wall St. Rank held CubeSmart as of Q4 2021.

Based on BBR Partners's 13F filing for Q4 2021, filed 8 Feb 2022.