Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CubeSmart CUBE Stock Holding History

Cambridge Investment Research 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
2023
Q2 		– Sell
-5,916
Closed -$273K – 3197
2023
Q1 		$273K Sell
5,916
-529
-8% -$23.7K ﹤0.01% 2565
2022
Q4 		$259K Sell
6,445
-3,478
-35% -$140K ﹤0.01% 2550
2022
Q3 		$398K Buy
9,923
+197
+2% +$8.88K ﹤0.01% 2123
2022
Q2 		$415K Sell
9,726
-215
-2% -$9.89K ﹤0.01% 2105
2022
Q1 		$517K Sell
9,941
-19,283
-66% -$976K ﹤0.01% 2073
2021
Q4 		$1.66M Buy
29,224
+4,206
+17% +$226K 0.01% 1251
2021
Q3 		$1.21M Buy
25,018
+15,718
+169% +$793K 0.01% 1389
2021
Q2 		$431K Buy
9,300
+1,591
+21% +$68.6K ﹤0.01% 2168
2021
Q1 		$292K Sell
7,709
-287
-4% -$10.3K ﹤0.01% 2303
2020
Q4 		$269K Buy
7,996
+826
+12% +$27.6K ﹤0.01% 2236
2020
Q3 		$232K Buy
+7,170
New +$217K ﹤0.01% 2134
2020
Q1 		– Sell
-6,645
Closed -$209K – 2303
2019
Q4 		$209K Buy
+6,645
New +$213K ﹤0.01% 2174

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors's CUBE Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of CubeSmart (CUBE) in Q2 2023, closing a stake of 5,916 shares — an estimated $273K sold.

Cambridge Investment Research Advisors first reported a position in CUBE in Q4 2019 and held it in 12 quarters. The position peaked at $1.66M in Q4 2021. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining CubeSmart position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,916 CubeSmart shares in Q2 2023, an estimated $273K.
  • Cambridge Investment Research Advisors first reported a position in CubeSmart in Q4 2019 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's CubeSmart position peaked at $1.66M in Q4 2021.
  • 412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.