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Jupiter Investment Management’s CubeSmart CUBE Stock Holding History

Jupiter 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
2018
Q4 		– Sell
-32,751
Closed -$934K – 371
2018
Q3 		$934K Buy
+32,751
New +$1M 0.01% 285
2017
Q3 		– Sell
-14,334
Closed -$344K – 377
2017
Q2 		$344K Buy
+14,334
New +$363K ﹤0.01% 330

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's CUBE Position: Q4 2018 in Review

Jupiter Investment Management sold out of CubeSmart (CUBE) in Q4 2018, closing a stake of 32,751 shares — an estimated $934K sold.

Jupiter Investment Management first reported a position in CUBE in Q2 2017 and held it in 2 quarters. The position peaked at $934K in Q3 2018. 289 funds tracked by Wall St. Rank hold CUBE as of Q4 2018.

  • Jupiter Investment Management reported no remaining CubeSmart position as of Q4 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 32,751 CubeSmart shares in Q4 2018, an estimated $934K.
  • Jupiter Investment Management first reported a position in CubeSmart in Q2 2017 and held it in 2 quarters.
  • Jupiter Investment Management's CubeSmart position peaked at $934K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held CubeSmart as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.