Chevy Chase Trust’s CubeSmart CUBE Stock Holding History

Chevy Chase Trust’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
2020 Q1	–	Sell	-44	Closed	-$1K	–	712
2019 Q4	$1K	Buy	+44	New	+$1.41K	﹤0.01%	1150

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Chevy Chase Trust's CUBE Position: Q1 2020 in Review

Chevy Chase Trust sold out of CubeSmart (CUBE) in Q1 2020, closing a stake of 44 shares — an estimated $1K sold.

Chevy Chase Trust first reported a position in CUBE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 276 funds tracked by Wall St. Rank hold CUBE as of Q1 2020.

Chevy Chase Trust reported no remaining CubeSmart position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 44 CubeSmart shares in Q1 2020, an estimated $1K.
Chevy Chase Trust first reported a position in CubeSmart in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's CubeSmart position peaked at $1K in Q4 2019.
276 funds tracked by Wall St. Rank held CubeSmart as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.