Better Money Decisions’s CubeSmart CUBE Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-462	Closed	-$20K	–	137
2022 Q2	$20K	Buy	+462	New	+$21.3K	0.02%	225
2021 Q4	–	Sell	-462	Closed	-$22K	–	180
2021 Q3	$22K	Hold	462	–	–	0.02%	259
2021 Q2	$21K	Hold	462	–	–	0.02%	258
2021 Q1	$17K	Buy	+462	New	+$16.6K	0.02%	243

Other funds holding CUBE

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Better Money Decisions's CUBE Position: Q3 2022 in Review

Better Money Decisions sold out of CubeSmart (CUBE) in Q3 2022, closing a stake of 462 shares — an estimated $20K sold.

Better Money Decisions first reported a position in CUBE in Q1 2021 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

Better Money Decisions reported no remaining CubeSmart position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 462 CubeSmart shares in Q3 2022, an estimated $20K.
Better Money Decisions first reported a position in CubeSmart in Q1 2021 and held it in 4 quarters.
Better Money Decisions's CubeSmart position peaked at $22K in Q3 2021.
335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.