Howard Capital Management Group’s CubeSmart CUBE Stock Holding History

Howard Capital Management Group’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 Q4	–	Sell	-3,946	Closed	-$212K	–	141
2024 Q3	$212K	Buy	+3,946	New	+$196K	0.01%	118
2023 Q3	–	Sell	-3,946	Closed	-$176K	–	117
2023 Q2	$176K	Buy	+3,946	New	+$179K	0.02%	104
2022 Q2	–	Sell	-3,946	Closed	-$205K	–	100
2022 Q1	$205K	Hold	3,946	–	–	0.02%	104
2021 Q4	$225K	Buy	+3,946	New	+$212K	0.02%	104

Other funds holding CUBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howard Capital Management Group's CUBE Position: Q4 2024 in Review

Howard Capital Management Group sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 3,946 shares — an estimated $212K sold.

Howard Capital Management Group first reported a position in CUBE in Q4 2021 and held it in 4 quarters. The position peaked at $225K in Q4 2021. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

Howard Capital Management Group reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
Howard Capital Management Group sold 3,946 CubeSmart shares in Q4 2024, an estimated $212K.
Howard Capital Management Group first reported a position in CubeSmart in Q4 2021 and held it in 4 quarters.
Howard Capital Management Group's CubeSmart position peaked at $225K in Q4 2021.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Howard Capital Management Group's 13F filing for Q4 2024, filed 17 Jan 2025.