Berman Capital Advisors’s CubeSmart CUBE Stock Holding History

Berman Capital Advisors’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 Q3	$8K	Buy	172 +89	+107%	+$4.49K	﹤0.01%	1247
2021 Q2	$3K	Hold	83	–	–	﹤0.01%	1475
2021 Q1	$3K	Buy	83 +1	+1%	+$36	﹤0.01%	1405
2020 Q4	$2K	Buy	82 +18	+28%	+$602	﹤0.01%	1387
2020 Q3	$2K	Hold	64	–	–	﹤0.01%	1271
2020 Q2	$1K	Sell	64 -100	-61%	-$2.64K	﹤0.01%	1399
2020 Q1	$4K	Buy	164 +27	+20%	+$811	﹤0.01%	931
2019 Q4	$4K	Buy	137 +1	+0.7%	+$32	﹤0.01%	1017
2019 Q3	$4K	Buy	136 +1	+0.7%	+$35	﹤0.01%	991
2019 Q2	$4K	Buy	135 +29	+27%	+$952	﹤0.01%	1008
2019 Q1	$3K	Buy	106 +72	+212%	+$2.19K	﹤0.01%	990
2018 Q4	$0	Buy	+34	New	+$999	﹤0.01%	1149

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's CUBE Position: Q3 2021 in Review

Berman Capital Advisors increased its CubeSmart (CUBE) stake by 107% in Q3 2021, buying an estimated $4.49K and bringing the position to 172 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Berman Capital Advisors first reported a position in CUBE in Q4 2018 and has held it in 12 quarters since. 330 funds tracked by Wall St. Rank hold CUBE as of Q3 2021.

Berman Capital Advisors held 172 shares of CubeSmart worth $8K as of Q3 2021.
Berman Capital Advisors bought 89 CubeSmart shares in Q3 2021, an estimated $4.49K.
CubeSmart made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1247 holding.
Berman Capital Advisors first reported a position in CubeSmart in Q4 2018 and has held it in 12 quarters since.
330 funds tracked by Wall St. Rank held CubeSmart as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.