DFG
CUBE icon

Demars Financial Group’s CubeSmart CUBE Stock Holding History

Demars Financial 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
2022
Q1 		– Sell
-4,904
Closed -$279K – 92
2021
Q4 		$279K Hold
4,904
– – 0.15% 76
2021
Q3 		$238K Buy
4,904
+407
+9% +$20.5K 0.14% 79
2021
Q2 		$208K Buy
+4,497
New +$194K 0.13% 85

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Demars Financial Group's CUBE Position: Q1 2022 in Review

Demars Financial Group sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 4,904 shares — an estimated $279K sold.

Demars Financial Group first reported a position in CUBE in Q2 2021 and held it in 3 quarters. The position peaked at $279K in Q4 2021. 363 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

  • Demars Financial Group reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
  • Demars Financial Group sold 4,904 CubeSmart shares in Q1 2022, an estimated $279K.
  • Demars Financial Group first reported a position in CubeSmart in Q2 2021 and held it in 3 quarters.
  • Demars Financial Group's CubeSmart position peaked at $279K in Q4 2021.
  • 363 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on Demars Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.