Lenox Wealth Management’s CubeSmart CUBE Stock Holding History

Lenox Wealth 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
2020 Q2	$4K	Sell	163 -74	-31%	-$1.96K	﹤0.01%	553
2020 Q1	$6K	Hold	237	–	–	﹤0.01%	459
2019 Q4	$8K	Hold	237	–	–	﹤0.01%	472
2019 Q3	$8K	Sell	237 -84	-26%	-$2.93K	﹤0.01%	476
2019 Q2	$10K	Hold	321	–	–	﹤0.01%	433
2019 Q1	$10K	Sell	321 -17,713	-98%	-$539K	﹤0.01%	441
2018 Q4	$289K	Buy	18,034 +228	+1%	+$6.7K	0.1%	99
2018 Q3	$365K	Buy	+17,806	New	+$544K	0.11%	111

Other funds holding CUBE

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

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

Lenox Wealth Management's CUBE Position: Q2 2020 in Review

Lenox Wealth Management reduced its CubeSmart (CUBE) stake by 31% in Q2 2020, selling an estimated $1.96K and leaving 163 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Lenox Wealth Management first reported a position in CUBE in Q3 2018 and has held it in 8 quarters since. The position peaked at $365K in Q3 2018. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2020.

Lenox Wealth Management held 163 shares of CubeSmart worth $4K as of Q2 2020.
Lenox Wealth Management sold 74 CubeSmart shares in Q2 2020, an estimated $1.96K.
CubeSmart made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #553 holding.
Lenox Wealth Management first reported a position in CubeSmart in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's CubeSmart position peaked at $365K in Q3 2018.
280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.