Newbridge Financial Services Group’s CubeSmart CUBE Stock Holding History

Newbridge Financial Services Group’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
2025 Q1	–	Sell	-401	Closed	-$17.2K	–	1065
2024 Q4	$17.2K	Buy	+401	New	+$19.2K	﹤0.01%	634
2024 Q1	–	Sell	-462	Closed	-$21.4K	–	1203
2023 Q4	$21.4K	Hold	462	–	–	0.01%	579
2023 Q3	$17.6K	Hold	462	–	–	0.01%	675
2023 Q2	$20.6K	Buy	462 +3	+0.7%	+$136	0.01%	693
2023 Q1	$21.2K	Buy	459 +4	+0.9%	+$179	0.01%	692
2022 Q4	$18.3K	Buy	455 +3	+0.7%	+$121	0.01%	744
2022 Q3	$18K	Sell	452 -196	-30%	-$8.83K	0.01%	722
2022 Q2	$28K	Sell	648 -384	-37%	-$17.7K	0.02%	552
2022 Q1	$54K	Sell	1,032 -295	-22%	-$14.9K	0.03%	462
2021 Q4	$76K	Buy	+1,327	New	+$71.4K	0.04%	360

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Newbridge Financial Services Group's CUBE Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 401 shares — an estimated $17.2K sold.

Newbridge Financial Services Group first reported a position in CUBE in Q4 2021 and held it in 10 quarters. The position peaked at $76K in Q4 2021. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Newbridge Financial Services Group reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 401 CubeSmart shares in Q1 2025, an estimated $17.2K.
Newbridge Financial Services Group first reported a position in CubeSmart in Q4 2021 and held it in 10 quarters.
Newbridge Financial Services Group's CubeSmart position peaked at $76K in Q4 2021.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.