Curtis Advisory Group’s CubeSmart CUBE Stock Holding History

Curtis Advisory Group’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	-4,903	Closed	-$264K	–	97
2024 Q3	$264K	Sell	4,903 -109	-2%	-$5.41K	0.07%	87
2024 Q2	$226K	Sell	5,012 -171	-3%	-$7.38K	0.08%	87
2024 Q1	$234K	Sell	5,183 -151	-3%	-$6.7K	0.09%	88
2023 Q4	$247K	Hold	5,334	–	–	0.11%	83
2023 Q3	$203K	Sell	5,334 -900	-14%	-$38K	0.07%	82
2023 Q2	$278K	Sell	6,234 -100	-2%	-$4.54K	0.09%	72
2023 Q1	$293K	Buy	6,334 +188	+3%	+$8.43K	0.11%	70
2022 Q4	$247K	Sell	6,146 -200	-3%	-$8.05K	0.1%	73
2022 Q3	$254K	Hold	6,346	–	–	0.1%	75
2022 Q2	$271K	Sell	6,346 -211	-3%	-$9.71K	0.11%	75
2022 Q1	$341K	Sell	6,557 -277	-4%	-$14K	0.12%	62
2021 Q4	$389K	Hold	6,834	–	–	0.13%	60
2021 Q3	$331K	Hold	6,834	–	–	0.12%	58
2021 Q2	$317K	Buy	6,834 +784	+13%	+$33.8K	0.14%	58
2021 Q1	$229K	Hold	6,050	–	–	0.1%	68
2020 Q4	$203K	Buy	+6,050	New	+$202K	0.1%	73

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Curtis Advisory Group's CUBE Position: Q4 2024 in Review

Curtis Advisory Group sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 4,903 shares — an estimated $264K sold.

Curtis Advisory Group first reported a position in CUBE in Q4 2020 and held it in 16 quarters. The position peaked at $389K in Q4 2021. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

Curtis Advisory Group reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
Curtis Advisory Group sold 4,903 CubeSmart shares in Q4 2024, an estimated $264K.
Curtis Advisory Group first reported a position in CubeSmart in Q4 2020 and held it in 16 quarters.
Curtis Advisory Group's CubeSmart position peaked at $389K in Q4 2021.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Curtis Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.