HIM
CUBE icon

Hillsdale Investment Management’s CubeSmart CUBE Stock Holding History

Hillsdale 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
2023
Q2 		– Sell
-330
Closed -$15.3K – 572
2023
Q1 		$15.3K Buy
+330
New +$14.8K ﹤0.01% 515
2016
Q2 		– Sell
-13,400
Closed -$446K – 520
2016
Q1 		$446K Hold
13,400
– – 0.15% 110
2015
Q4 		$410K Buy
+13,400
New +$385K 0.16% 127

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Hillsdale Investment Management's CUBE Position: Q2 2023 in Review

Hillsdale Investment Management sold out of CubeSmart (CUBE) in Q2 2023, closing a stake of 330 shares — an estimated $15.3K sold.

Hillsdale Investment Management first reported a position in CUBE in Q4 2015 and held it in 3 quarters. The position peaked at $446K in Q1 2016. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

  • Hillsdale Investment Management reported no remaining CubeSmart position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 330 CubeSmart shares in Q2 2023, an estimated $15.3K.
  • Hillsdale Investment Management first reported a position in CubeSmart in Q4 2015 and held it in 3 quarters.
  • Hillsdale Investment Management's CubeSmart position peaked at $446K in Q1 2016.
  • 412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.