IRF
CUBE icon

IBM Retirement Fund’s CubeSmart CUBE Stock Holding History

IBM Retirement Fund’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
2022
Q1 		– Sell
-4,611
Closed -$262K – 517
2021
Q4 		$262K Sell
4,611
-1,187
-20% -$63.8K 0.03% 468
2021
Q3 		$281K Hold
5,798
– – 0.02% 594
2021
Q2 		$269K Sell
5,798
-985
-15% -$42.5K 0.02% 624
2021
Q1 		$257K Sell
6,783
-430
-6% -$15.5K 0.02% 676
2020
Q4 		$242K Buy
7,213
+940
+15% +$31.5K 0.02% 689
2020
Q3 		$203K Buy
+6,273
New +$190K 0.02% 649
2017
Q1 		– Sell
-14,211
Closed -$380K – 448
2016
Q4 		$380K Sell
14,211
-2,551
-15% -$65.3K 0.02% 691
2016
Q3 		$457K Sell
16,762
-1,162
-6% -$33.3K 0.02% 674
2016
Q2 		$553K Buy
+17,924
New +$559K 0.02% 610

Other funds holding CUBE

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return