Financial Gravity Asset Management’s CubeSmart CUBE Stock Holding History

Financial Gravity Asset 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
2025 Q1	$1.79K	Buy	+42	New	+$1.75K	﹤0.01%	833
2021 Q3	$48K	Hold	2	–	–	0.02%	580
2021 Q2	$46K	Buy	+2	New	+$86	0.02%	594
2019 Q4	–	Sell	-99	Closed	-$3K	–	1433
2019 Q3	$3K	Buy	+99	New	+$3.45K	﹤0.01%	789
2019 Q2	–	Sell	-5	Closed	–	–	1301
2019 Q1	$0	Buy	+5	New	+$152	﹤0.01%	1351
2018 Q3	$277K	Buy	+9,368	New	+$286K	0.29%	66

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's CUBE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in CubeSmart (CUBE) in Q1 2025: 42 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CUBE as recently as Q3 2021.

Financial Gravity Asset Management first reported a position in CUBE in Q3 2018 and has held it in 6 quarters since. The position peaked at $277K in Q3 2018. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Financial Gravity Asset Management held 42 shares of CubeSmart worth $1.79K as of Q1 2025.
CubeSmart was a new Financial Gravity Asset Management position in Q1 2025.
CubeSmart made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #833 holding.
Financial Gravity Asset Management first reported a position in CubeSmart in Q3 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's CubeSmart position peaked at $277K in Q3 2018.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.