MCF Advisors’s CubeSmart CUBE Stock Holding History

MCF Advisors’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
2024 Q1	–	Sell	-21	Closed	-$985	–	1000
2023 Q4	$985	Hold	21	–	–	﹤0.01%	839
2023 Q3	$812	Hold	21	–	–	﹤0.01%	847
2023 Q2	$949	Hold	21	–	–	﹤0.01%	787
2023 Q1	$981	Buy	+21	New	+$942	﹤0.01%	766

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MCF Advisors's CUBE Position: Q1 2024 in Review

MCF Advisors sold out of CubeSmart (CUBE) in Q1 2024, closing a stake of 21 shares — an estimated $985 sold.

MCF Advisors first reported a position in CUBE in Q1 2023 and held it in 4 quarters. The position peaked at $985 in Q4 2023. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

MCF Advisors reported no remaining CubeSmart position as of Q1 2024 after selling out during the quarter.
MCF Advisors sold 21 CubeSmart shares in Q1 2024, an estimated $985.
MCF Advisors first reported a position in CubeSmart in Q1 2023 and held it in 4 quarters.
MCF Advisors's CubeSmart position peaked at $985 in Q4 2023.
427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on MCF Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.