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Mirabella Financial Services’s CubeSmart CUBE Stock Holding History

Mirabella Financial Services’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
-14,643
Closed -$679K – 548
2023
Q4 		$679K Sell
14,643
-14,071
-49% -$553K 0.09% 169
2023
Q3 		$1.09M Buy
28,714
+18,016
+168% +$760K 0.15% 141
2023
Q2 		$478K Buy
+10,698
New +$486K 0.05% 301
2022
Q1 		– Sell
-4,637
Closed -$264K – 570
2021
Q4 		$264K Buy
+4,637
New +$249K 0.03% 310

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mirabella Financial Services's CUBE Position: Q1 2024 in Review

Mirabella Financial Services sold out of CubeSmart (CUBE) in Q1 2024, closing a stake of 14,643 shares — an estimated $679K sold.

Mirabella Financial Services first reported a position in CUBE in Q4 2021 and held it in 4 quarters. The position peaked at $1.09M in Q3 2023. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

  • Mirabella Financial Services reported no remaining CubeSmart position as of Q1 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 14,643 CubeSmart shares in Q1 2024, an estimated $679K.
  • Mirabella Financial Services first reported a position in CubeSmart in Q4 2021 and held it in 4 quarters.
  • Mirabella Financial Services's CubeSmart position peaked at $1.09M in Q3 2023.
  • 427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.