Benjamin F. Edwards & Company’s CubeSmart CUBE Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-113	Closed	-$5K	–	2137
2023 Q4	$5K	Hold	113	–	–	﹤0.01%	1833
2023 Q3	$4K	Hold	113	–	–	﹤0.01%	1594
2023 Q2	$5K	Hold	113	–	–	﹤0.01%	1535
2023 Q1	$5K	Buy	+113	New	+$5.07K	﹤0.01%	1530
2020 Q4	–	Sell	-996	Closed	-$32K	–	1621
2020 Q3	$32K	Sell	996 -2,497	-71%	-$75.5K	﹤0.01%	996
2020 Q2	$94K	Buy	3,493 +443	+15%	+$11.7K	0.01%	758
2020 Q1	$82K	Buy	3,050 +780	+34%	+$23.4K	0.01%	742
2019 Q4	$71K	Buy	+2,270	New	+$72.9K	0.01%	883
2019 Q3	–	Sell	-14	Closed	–	–	1851
2019 Q2	$0	Buy	+14	New	+$460	﹤0.01%	1916

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Benjamin F. Edwards & Company's CUBE Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of CubeSmart (CUBE) in Q1 2024, closing a stake of 113 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in CUBE in Q2 2019 and held it in 9 quarters. The position peaked at $94K in Q2 2020. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining CubeSmart position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 113 CubeSmart shares in Q1 2024, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in CubeSmart in Q2 2019 and held it in 9 quarters.
Benjamin F. Edwards & Company's CubeSmart position peaked at $94K in Q2 2020.
427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.