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Cambria Investment Management’s CubeSmart CUBE Stock Holding History

Cambria Investment 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
2022
Q2 		– Sell
-6,000
Closed -$312K – 264
2022
Q1 		$312K Buy
6,000
+1,200
+25% +$60.7K 0.04% 187
2021
Q4 		$273K Sell
4,800
-768
-14% -$41.3K 0.05% 177
2021
Q3 		$270K Buy
5,568
+492
+10% +$24.8K 0.05% 177
2021
Q2 		$235K Buy
+5,076
New +$219K 0.04% 189

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cambria Investment Management's CUBE Position: Q2 2022 in Review

Cambria Investment Management sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 6,000 shares — an estimated $312K sold.

Cambria Investment Management first reported a position in CUBE in Q2 2021 and held it in 4 quarters. The position peaked at $312K in Q1 2022. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

  • Cambria Investment Management reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
  • Cambria Investment Management sold 6,000 CubeSmart shares in Q2 2022, an estimated $312K.
  • Cambria Investment Management first reported a position in CubeSmart in Q2 2021 and held it in 4 quarters.
  • Cambria Investment Management's CubeSmart position peaked at $312K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Cambria Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.