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Longfellow Investment Management’s CubeSmart CUBE Stock Holding History

Longfellow Investment 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
2021
Q1 		– Sell
-1,137
Closed -$39K – 520
2020
Q4 		$39K Buy
+1,137
New +$38K ﹤0.01% 392

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Longfellow Investment Management's CUBE Position: Q1 2021 in Review

Longfellow Investment Management sold out of CubeSmart (CUBE) in Q1 2021, closing a stake of 1,137 shares — an estimated $39K sold.

Longfellow Investment Management first reported a position in CUBE in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 300 funds tracked by Wall St. Rank hold CUBE as of Q1 2021.

  • Longfellow Investment Management reported no remaining CubeSmart position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 1,137 CubeSmart shares in Q1 2021, an estimated $39K.
  • Longfellow Investment Management first reported a position in CubeSmart in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's CubeSmart position peaked at $39K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held CubeSmart as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.