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Fulcrum Equity Management’s CubeSmart CUBE Stock Holding History

Fulcrum Equity 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
2024
Q3 		– Sell
-7,265
Closed -$328K – 142
2024
Q2 		$328K Buy
7,265
+781
+12% +$33.7K 0.29% 100
2024
Q1 		$293K Buy
6,484
+72
+1% +$3.19K 0.35% 90
2023
Q4 		$297K Sell
6,412
-2,032
-24% -$79.8K 0.37% 75
2023
Q3 		$322K Buy
8,444
+99
+1% +$4.18K 0.38% 67
2023
Q2 		$373K Buy
8,345
+3,239
+63% +$147K 0.43% 62
2023
Q1 		$236K Buy
+5,106
New +$229K 0.22% 83
2022
Q1 		– Sell
-8,735
Closed -$497K – 127
2021
Q4 		$497K Buy
8,735
+2,460
+39% +$132K 0.19% 89
2021
Q3 		$304K Sell
6,275
-100
-2% -$5.05K 0.12% 127
2021
Q2 		$295K Buy
6,375
+298
+5% +$12.9K 0.11% 146
2021
Q1 		$230K Sell
6,077
-85
-1% -$3.06K 0.09% 159
2020
Q4 		$207K Sell
6,162
-2,185
-26% -$73.1K 0.08% 151
2020
Q3 		$270K Sell
8,347
-7,509
-47% -$227K 0.13% 124
2020
Q2 		$428K Buy
15,856
+2,771
+21% +$73.2K 0.2% 91
2020
Q1 		$351K Sell
13,085
-83
-0.6% -$2.49K 0.25% 26
2019
Q4 		$415K Buy
13,168
+222
+2% +$7.13K 0.22% 75
2019
Q3 		$452K Buy
12,946
+435
+3% +$15.2K 0.23% 51
2019
Q2 		$441K Buy
12,511
+2,585
+26% +$84.9K 0.21% 52
2019
Q1 		$318K Buy
9,926
+1
+0% +$30 0.11% 66
2018
Q4 		$285K Buy
+9,925
New +$291K 0.1% 49

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Fulcrum Equity Management's CUBE Position: Q3 2024 in Review

Fulcrum Equity Management sold out of CubeSmart (CUBE) in Q3 2024, closing a stake of 7,265 shares — an estimated $328K sold.

Fulcrum Equity Management first reported a position in CUBE in Q4 2018 and held it in 19 quarters. The position peaked at $497K in Q4 2021. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • Fulcrum Equity Management reported no remaining CubeSmart position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,265 CubeSmart shares in Q3 2024, an estimated $328K.
  • Fulcrum Equity Management first reported a position in CubeSmart in Q4 2018 and held it in 19 quarters.
  • Fulcrum Equity Management's CubeSmart position peaked at $497K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.