Koshinski Asset Management
CUBE icon

Koshinski Asset Management’s CubeSmart CUBE Stock Holding History

Koshinski 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
Q2 		– Sell
-1,198
Closed -$62.3K – 858
2022
Q1 		$62.3K Sell
1,198
-5,855
-83% -$296K 0.01% 1011
2021
Q4 		$401K Sell
7,053
-3,473
-33% -$187K 0.03% 442
2021
Q3 		$510K Buy
+10,526
New +$531K 0.04% 394

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management's CUBE Position: Q2 2022 in Review

Koshinski Asset Management sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 1,198 shares — an estimated $62.3K sold.

Koshinski Asset Management first reported a position in CUBE in Q3 2021 and held it in 3 quarters. The position peaked at $510K in Q3 2021. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

  • Koshinski Asset Management reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,198 CubeSmart shares in Q2 2022, an estimated $62.3K.
  • Koshinski Asset Management first reported a position in CubeSmart in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's CubeSmart position peaked at $510K in Q3 2021.
  • 324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.