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Donoghue Forlines’s CubeSmart CUBE Stock Holding History

Donoghue Forlines’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
-12,817
Closed -$690K – 139
2024
Q3 		$690K Hold
12,817
– – 0.2% 131
2024
Q2 		$579K Buy
12,817
+1,941
+18% +$83.7K 0.16% 148
2024
Q1 		$492K Sell
10,876
-1,675
-13% -$74.3K 0.14% 166
2023
Q4 		$582K Buy
12,551
+1,368
+12% +$53.8K 0.18% 149
2023
Q3 		$426K Buy
11,183
+2,903
+35% +$123K 0.15% 170
2023
Q2 		$370K Buy
+8,280
New +$376K 0.12% 198

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donoghue Forlines's CUBE Position: Q4 2024 in Review

Donoghue Forlines sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 12,817 shares — an estimated $690K sold.

Donoghue Forlines first reported a position in CUBE in Q2 2023 and held it in 6 quarters. The position peaked at $690K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

  • Donoghue Forlines reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 12,817 CubeSmart shares in Q4 2024, an estimated $690K.
  • Donoghue Forlines first reported a position in CubeSmart in Q2 2023 and held it in 6 quarters.
  • Donoghue Forlines's CubeSmart position peaked at $690K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.