Institutional & Family Asset Management’s CubeSmart CUBE Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-150	Closed	-$6K	–	738
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	444
2022 Q2	$6K	Buy	150 +42	+39%	+$1.93K	﹤0.01%	457
2022 Q1	$6K	Buy	108 +22	+26%	+$1.11K	﹤0.01%	520
2021 Q4	$5K	Hold	86	–	–	﹤0.01%	556
2021 Q3	$4K	Hold	86	–	–	﹤0.01%	696
2021 Q2	$4K	Sell	86 -15	-15%	-$647	﹤0.01%	740
2021 Q1	$4K	Hold	101	–	–	﹤0.01%	712
2020 Q4	$3K	Hold	101	–	–	﹤0.01%	697
2020 Q3	$3K	Hold	101	–	–	﹤0.01%	639
2020 Q2	$3K	Hold	101	–	–	﹤0.01%	631
2020 Q1	$3K	Buy	101 +20	+25%	+$601	﹤0.01%	584
2019 Q4	$3K	Hold	81	–	–	﹤0.01%	651
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	619
2019 Q2	$3K	Hold	81	–	–	﹤0.01%	654
2019 Q1	$3K	Hold	81	–	–	﹤0.01%	651
2018 Q4	$2K	Hold	81	–	–	﹤0.01%	673
2018 Q3	$2K	Hold	81	–	–	﹤0.01%	722
2018 Q2	$3K	Hold	81	–	–	﹤0.01%	660
2018 Q1	$2K	Buy	+81	New	+$2.21K	﹤0.01%	704

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Institutional & Family Asset Management's CUBE Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of CubeSmart (CUBE) in Q4 2022, closing a stake of 150 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in CUBE in Q1 2018 and held it in 19 quarters. The position peaked at $6K in Q3 2022. 360 funds tracked by Wall St. Rank hold CUBE as of Q4 2022.

Institutional & Family Asset Management reported no remaining CubeSmart position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 150 CubeSmart shares in Q4 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in CubeSmart in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's CubeSmart position peaked at $6K in Q3 2022.
360 funds tracked by Wall St. Rank held CubeSmart as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.