River Global Investors’s CubeSmart CUBE Stock Holding History

River Global Investors’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 Q2	–	Sell	-13,436	Closed	-$607K	–	166
2024 Q1	$607K	Sell	13,436 -179	-1%	-$7.94K	0.15%	164
2023 Q4	$631K	Sell	13,615 -108	-0.8%	-$4.24K	0.12%	191
2023 Q3	$523K	Sell	13,723 -597	-4%	-$25.2K	0.12%	182
2023 Q2	$640K	Hold	14,320	–	–	0.13%	172
2023 Q1	$662K	Buy	14,320 +4,920	+52%	+$221K	0.14%	164
2022 Q4	$378K	Buy	+9,400	New	+$378K	0.08%	175

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

River Global Investors's CUBE Position: Q2 2024 in Review

River Global Investors sold out of CubeSmart (CUBE) in Q2 2024, closing a stake of 13,436 shares — an estimated $607K sold.

River Global Investors first reported a position in CUBE in Q4 2022 and held it in 6 quarters. The position peaked at $662K in Q1 2023. 422 funds tracked by Wall St. Rank hold CUBE as of Q2 2024.

River Global Investors reported no remaining CubeSmart position as of Q2 2024 after selling out during the quarter.
River Global Investors sold 13,436 CubeSmart shares in Q2 2024, an estimated $607K.
River Global Investors first reported a position in CubeSmart in Q4 2022 and held it in 6 quarters.
River Global Investors's CubeSmart position peaked at $662K in Q1 2023.
422 funds tracked by Wall St. Rank held CubeSmart as of Q2 2024.

Based on River Global Investors's 13F filing for Q2 2024, filed 12 Aug 2024.