Echo Street Capital Management’s CubeSmart CUBE Stock Holding History

Echo Street Capital Management’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	-16,445	Closed	-$936K	–	636
2021 Q4	$936K	Buy	+16,445	New	+$884K	0.01%	266
2020 Q3	–	Sell	-1,150,115	Closed	-$31M	–	178
2020 Q2	$31M	Buy	1,150,115 +482,106	+72%	+$12.7M	0.37%	103
2020 Q1	$17.9M	Sell	668,009 -1,729,437	-72%	-$51.9M	0.39%	92
2019 Q4	$75.5M	Buy	2,397,446 +1,258,651	+111%	+$40.4M	1.16%	20
2019 Q3	$39.7M	Buy	1,138,795 +598,925	+111%	+$20.9M	0.67%	57
2019 Q2	$18.1M	Sell	539,870 -707,439	-57%	-$23.2M	0.32%	109
2019 Q1	$40M	Buy	1,247,309 +509,198	+69%	+$15.5M	0.78%	44
2018 Q4	$21.2M	Buy	738,111 +108,887	+17%	+$3.2M	0.53%	68
2018 Q3	$18M	Buy	629,224 +400,608	+175%	+$12.2M	0.4%	93
2018 Q2	$7.37M	Buy	+228,616	New	+$6.85M	0.18%	140
2018 Q1	–	Sell	-232,402	Closed	-$6.72M	–	151
2017 Q4	$6.72M	Buy	232,402 +11,663	+5%	+$326K	0.2%	129
2017 Q3	$5.73M	Sell	220,739 -154,882	-41%	-$3.83M	0.2%	122
2017 Q2	$9.03M	Buy	375,621 +255,148	+212%	+$6.46M	0.33%	87
2017 Q1	$3.13M	Sell	120,473 -397,008	-77%	-$10.4M	0.11%	155
2016 Q4	$13.9M	Buy	517,481 +221,129	+75%	+$5.66M	0.55%	64
2016 Q3	$8.08M	Sell	296,352 -156,287	-35%	-$4.48M	0.34%	102
2016 Q2	$14M	Buy	+452,639	New	+$14.1M	0.58%	64

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Echo Street Capital Management's CUBE Position: Q1 2022 in Review

Echo Street Capital Management sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 16,445 shares — an estimated $936K sold.

Echo Street Capital Management first reported a position in CUBE in Q2 2016 and held it in 17 quarters. The position peaked at $75.5M in Q4 2019. 362 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

Echo Street Capital Management reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
Echo Street Capital Management sold 16,445 CubeSmart shares in Q1 2022, an estimated $936K.
Echo Street Capital Management first reported a position in CubeSmart in Q2 2016 and held it in 17 quarters.
Echo Street Capital Management's CubeSmart position peaked at $75.5M in Q4 2019.
362 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on Echo Street Capital Management's 13F filing for Q1 2022, filed 16 May 2022.