Cerity Partners
CUBE icon

Cerity Partners’s CubeSmart CUBE Stock Holding History

Cerity Partners’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
2026
Q1 		$2.03M Buy
+55,371
New +$2.12M ﹤0.01% 1483
2025
Q4 		– Sell
-8,250
Closed -$335K – 2906
2025
Q3 		$335K Buy
8,250
+297
+4% +$12.1K ﹤0.01% 2206
2025
Q2 		$338K Buy
7,953
+2,578
+48% +$107K ﹤0.01% 2084
2025
Q1 		$230K Buy
5,375
+316
+6% +$13.2K ﹤0.01% 2150
2024
Q4 		$251K Sell
5,059
-709
-12% -$34K ﹤0.01% 2121
2024
Q3 		$310K Buy
+5,768
New +$286K ﹤0.01% 2036
2024
Q2 		– Sell
-4,801
Closed -$217K – 2270
2024
Q1 		$217K Buy
+4,801
New +$213K ﹤0.01% 2066

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