BTS Asset Management’s CubeSmart CUBE Stock Holding History

BTS Asset Management’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 Q4	–	Sell	-4,949	Closed	-$266K	–	40
2024 Q3	$266K	Buy	+4,949	New	+$246K	0.25%	27

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 $3.38T AUM 44.17% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

BTS Asset Management's CUBE Position: Q4 2024 in Review

BTS Asset Management sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 4,949 shares — an estimated $266K sold.

BTS Asset Management first reported a position in CUBE in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

BTS Asset Management reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
BTS Asset Management sold 4,949 CubeSmart shares in Q4 2024, an estimated $266K.
BTS Asset Management first reported a position in CubeSmart in Q3 2024 and held it in 1 quarter.
BTS Asset Management's CubeSmart position peaked at $266K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on BTS Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.