Gemmer Asset Management’s CubeSmart CUBE Stock Holding History

Gemmer 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
2021 Q4	–	Sell	-100	Closed	-$5K	–	1267
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	930
2021 Q2	$5K	Sell	100 -75	-43%	-$3.23K	﹤0.01%	1062
2021 Q1	$7K	Hold	175	–	–	﹤0.01%	893
2020 Q4	$6K	Hold	175	–	–	﹤0.01%	884
2020 Q3	$6K	Hold	175	–	–	﹤0.01%	786
2020 Q2	$5K	Hold	175	–	–	﹤0.01%	830
2020 Q1	$5K	Buy	+175	New	+$5.25K	﹤0.01%	741

Other funds holding CUBE

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Gemmer Asset Management's CUBE Position: Q4 2021 in Review

Gemmer Asset Management sold out of CubeSmart (CUBE) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in CUBE in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 387 funds tracked by Wall St. Rank hold CUBE as of Q4 2021.

Gemmer Asset Management reported no remaining CubeSmart position as of Q4 2021 after selling out during the quarter.
Gemmer Asset Management sold 100 CubeSmart shares in Q4 2021, an estimated $5K.
Gemmer Asset Management first reported a position in CubeSmart in Q1 2020 and held it in 7 quarters.
Gemmer Asset Management's CubeSmart position peaked at $7K in Q1 2021.
387 funds tracked by Wall St. Rank held CubeSmart as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.