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James Investment Research’s CubeSmart CUBE Stock Holding History

James Investment Research’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
-1,440
Closed -$82K – 510
2021
Q4 		$82K Sell
1,440
-1,440
-50% -$77.4K 0.01% 346
2021
Q3 		$140K Buy
+2,880
New +$145K 0.01% 311

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

James Investment Research's CUBE Position: Q1 2022 in Review

James Investment Research sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 1,440 shares — an estimated $82K sold.

James Investment Research first reported a position in CUBE in Q3 2021 and held it in 2 quarters. The position peaked at $140K in Q3 2021. 363 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

  • James Investment Research reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
  • James Investment Research sold 1,440 CubeSmart shares in Q1 2022, an estimated $82K.
  • James Investment Research first reported a position in CubeSmart in Q3 2021 and held it in 2 quarters.
  • James Investment Research's CubeSmart position peaked at $140K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.