Freedom Investment Management’s CubeSmart CUBE Stock Holding History

Freedom Investment 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	-4,075	Closed	-$232K	–	817
2021 Q4	$232K	Sell	4,075 -95	-2%	-$5.11K	0.02%	756
2021 Q3	$202K	Buy	+4,170	New	+$210K	0.02%	769
2020 Q2	–	Sell	-11,203	Closed	-$355K	–	591
2020 Q1	$355K	Sell	11,203 -33	-0.3%	-$991	0.03%	434
2019 Q4	$354K	Sell	11,236 -2,161	-16%	-$69.4K	0.03%	445
2019 Q3	$468K	Buy	13,397 +1,095	+9%	+$38.2K	0.04%	372
2019 Q2	$411K	Sell	12,302 -1,032	-8%	-$33.9K	0.03%	416
2019 Q1	$427K	Sell	13,334 -45,785	-77%	-$1.39M	0.03%	417
2018 Q4	$1.7M	Buy	+59,119	New	+$1.74M	0.13%	150
2016 Q1	–	Sell	-7,253	Closed	-$222K	–	838
2015 Q4	$222K	Buy	+7,253	New	+$208K	0.02%	658

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

Freedom Investment Management's CUBE Position: Q1 2022 in Review

Freedom Investment Management sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 4,075 shares — an estimated $232K sold.

Freedom Investment Management first reported a position in CUBE in Q4 2015 and held it in 9 quarters. The position peaked at $1.7M in Q4 2018. 362 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

Freedom Investment Management reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 4,075 CubeSmart shares in Q1 2022, an estimated $232K.
Freedom Investment Management first reported a position in CubeSmart in Q4 2015 and held it in 9 quarters.
Freedom Investment Management's CubeSmart position peaked at $1.7M in Q4 2018.
362 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.