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Harel Insurance Investments & Financial Services’s CubeSmart CUBE Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q3 		– Sell
-200
Closed -$9K – 671
2023
Q2 		$9K Hold
200
– – ﹤0.01% 626
2023
Q1 		$9K Sell
200
-100
-33% -$4.49K ﹤0.01% 643
2022
Q4 		$12K Sell
300
-200
-40% -$8.05K ﹤0.01% 621
2022
Q3 		$20K Sell
500
-400
-44% -$18K ﹤0.01% 596
2022
Q2 		$38K Hold
900
– – ﹤0.01% 547
2022
Q1 		$47K Buy
+900
New +$45.6K ﹤0.01% 520
2019
Q4 		– Sell
-4,700
Closed -$164K – 480
2019
Q3 		$164K Buy
+4,700
New +$164K 0.01% 218

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State Street
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Norges Bank
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CUBE Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of CubeSmart (CUBE) in Q3 2023, closing a stake of 200 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in CUBE in Q3 2019 and held it in 7 quarters. The position peaked at $164K in Q3 2019. 414 funds tracked by Wall St. Rank hold CUBE as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining CubeSmart position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 CubeSmart shares in Q3 2023, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in CubeSmart in Q3 2019 and held it in 7 quarters.
  • Harel Insurance Investments & Financial Services's CubeSmart position peaked at $164K in Q3 2019.
  • 414 funds tracked by Wall St. Rank held CubeSmart as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.