Bivin & Associates’s CubeSmart CUBE Stock Holding History

Bivin & Associates’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 Q2	–	Sell	-60	Closed	-$3K	–	335
2022 Q1	$3K	Buy	+60	New	+$3.04K	﹤0.01%	225

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bivin & Associates's CUBE Position: Q2 2022 in Review

Bivin & Associates sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 60 shares — an estimated $3K sold.

Bivin & Associates first reported a position in CUBE in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

Bivin & Associates reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
Bivin & Associates sold 60 CubeSmart shares in Q2 2022, an estimated $3K.
Bivin & Associates first reported a position in CubeSmart in Q1 2022 and held it in 1 quarter.
Bivin & Associates's CubeSmart position peaked at $3K in Q1 2022.
324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.