OneDigital Investment Advisors’s CubeSmart CUBE Stock Holding History

OneDigital Investment 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
2022 Q2	–	Sell	-4,100	Closed	-$213K	–	726
2022 Q1	$213K	Sell	4,100 -62	-1%	-$3.14K	0.01%	687
2021 Q4	$237K	Buy	+4,162	New	+$224K	0.01%	667
2020 Q1	–	Sell	-8,063	Closed	-$254K	–	577
2019 Q4	$254K	Hold	8,063	–	–	0.02%	458
2019 Q3	$281K	Sell	8,063 -8,063	-50%	-$281K	0.03%	400
2019 Q2	$540K	Buy	16,126 +8,063	+100%	+$265K	0.04%	237
2019 Q1	$258K	Hold	8,063	–	–	0.04%	248
2018 Q4	$231K	Sell	8,063 -132	-2%	-$3.88K	0.04%	241
2018 Q3	$234K	Hold	8,195	–	–	0.05%	157
2018 Q2	$264K	Sell	8,195 -429	-5%	-$12.9K	0.06%	176
2018 Q1	$243K	Sell	8,624 -32	-0.4%	-$872	0.05%	197
2017 Q4	$250K	Buy	8,656 +952	+12%	+$26.6K	0.03%	200
2017 Q3	$200K	Buy	+7,704	New	+$191K	0.07%	149

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

OneDigital Investment Advisors's CUBE Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 4,100 shares — an estimated $213K sold.

OneDigital Investment Advisors first reported a position in CUBE in Q3 2017 and held it in 12 quarters. The position peaked at $540K in Q2 2019. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

OneDigital Investment Advisors reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 4,100 CubeSmart shares in Q2 2022, an estimated $213K.
OneDigital Investment Advisors first reported a position in CubeSmart in Q3 2017 and held it in 12 quarters.
OneDigital Investment Advisors's CubeSmart position peaked at $540K in Q2 2019.
324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.