Harfst & Associates’s CubeSmart CUBE Stock Holding History

Harfst & Associates’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 Q2	–	Sell	-4,586	Closed	-$212K	–	94
2023 Q1	$212K	Buy	+4,586	New	+$206K	0.06%	98

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Harfst & Associates's CUBE Position: Q2 2023 in Review

Harfst & Associates sold out of CubeSmart (CUBE) in Q2 2023, closing a stake of 4,586 shares — an estimated $212K sold.

Harfst & Associates first reported a position in CUBE in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

Harfst & Associates reported no remaining CubeSmart position as of Q2 2023 after selling out during the quarter.
Harfst & Associates sold 4,586 CubeSmart shares in Q2 2023, an estimated $212K.
Harfst & Associates first reported a position in CubeSmart in Q1 2023 and held it in 1 quarter.
Harfst & Associates's CubeSmart position peaked at $212K in Q1 2023.
412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on Harfst & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.