Kowal Investment Group’s CubeSmart CUBE Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-910	Closed	-$44K	–	302
2021 Q3	$44K	Buy	+910	New	+$45.9K	0.01%	258

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kowal Investment Group's CUBE Position: Q4 2021 in Review

Kowal Investment Group sold out of CubeSmart (CUBE) in Q4 2021, closing a stake of 910 shares — an estimated $44K sold.

Kowal Investment Group first reported a position in CUBE in Q3 2021 and held it in 1 quarter. The position peaked at $44K in Q3 2021. 387 funds tracked by Wall St. Rank hold CUBE as of Q4 2021.

Kowal Investment Group reported no remaining CubeSmart position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 910 CubeSmart shares in Q4 2021, an estimated $44K.
Kowal Investment Group first reported a position in CubeSmart in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's CubeSmart position peaked at $44K in Q3 2021.
387 funds tracked by Wall St. Rank held CubeSmart as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.