Lee Financial’s CubeSmart CUBE Stock Holding History

Lee Financial’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 Q4	–	Sell	-38	Closed	-$2K	–	943
2022 Q3	$2K	Buy	+38	New	+$1.71K	﹤0.01%	658
2022 Q1	–	Sell	-134	Closed	-$8K	–	799
2021 Q4	$8K	Buy	+134	New	+$7.21K	﹤0.01%	535

Other funds holding CUBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's CUBE Position: Q4 2022 in Review

Lee Financial sold out of CubeSmart (CUBE) in Q4 2022, closing a stake of 38 shares — an estimated $2K sold.

Lee Financial first reported a position in CUBE in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 360 funds tracked by Wall St. Rank hold CUBE as of Q4 2022.

Lee Financial reported no remaining CubeSmart position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 38 CubeSmart shares in Q4 2022, an estimated $2K.
Lee Financial first reported a position in CubeSmart in Q4 2021 and held it in 2 quarters.
Lee Financial's CubeSmart position peaked at $8K in Q4 2021.
360 funds tracked by Wall St. Rank held CubeSmart as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.