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Kelly Financial Services’s CubeSmart CUBE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-358
Closed -$16.2K – 239
2024
Q2 		$16.2K Buy
358
+36
+11% +$1.55K 0.01% 362
2024
Q1 		$14.6K Buy
322
+196
+156% +$8.69K 0.01% 370
2023
Q4 		$5.84K Buy
+126
New +$4.95K ﹤0.01% 459

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's CUBE Position: Q3 2024 in Review

Kelly Financial Services sold out of CubeSmart (CUBE) in Q3 2024, closing a stake of 358 shares — an estimated $16.2K sold.

Kelly Financial Services first reported a position in CUBE in Q4 2023 and held it in 3 quarters. The position peaked at $16.2K in Q2 2024. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • Kelly Financial Services reported no remaining CubeSmart position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 358 CubeSmart shares in Q3 2024, an estimated $16.2K.
  • Kelly Financial Services first reported a position in CubeSmart in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's CubeSmart position peaked at $16.2K in Q2 2024.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.