FourThought Financial’s CubeSmart CUBE Stock Holding History

FourThought Financial’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 Q3	$13K	Hold	326	–	–	﹤0.01%	965
2022 Q2	$14K	Buy	326 +89	+38%	+$4.1K	﹤0.01%	938
2022 Q1	$12K	Hold	237	–	–	﹤0.01%	1006
2021 Q4	$13K	Hold	237	–	–	﹤0.01%	1023
2021 Q3	$11K	Hold	237	–	–	﹤0.01%	1082
2021 Q2	$10K	Hold	237	–	–	﹤0.01%	1101
2021 Q1	$8K	Hold	237	–	–	﹤0.01%	1098
2020 Q4	$7K	Buy	+237	New	+$7.93K	﹤0.01%	1084

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial's CUBE Position: Q3 2022 in Review

FourThought Financial held its CubeSmart (CUBE) position steady in Q3 2022 at 326 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

FourThought Financial first reported a position in CUBE in Q4 2020 and has held it in 8 quarters since. The position peaked at $14K in Q2 2022. 335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

FourThought Financial held 326 shares of CubeSmart worth $13K as of Q3 2022.
FourThought Financial left its CubeSmart share count unchanged in Q3 2022.
CubeSmart made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #965 holding.
FourThought Financial first reported a position in CubeSmart in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's CubeSmart position peaked at $14K in Q2 2022.
335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.