Tarbox Family Office’s CubeSmart CUBE Stock Holding History

Tarbox Family Office’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	-91	Closed	-$5K	–	330
2022 Q1	$5K	Hold	91	–	–	﹤0.01%	523
2021 Q4	$5K	Hold	91	–	–	﹤0.01%	591
2021 Q3	$4K	Hold	91	–	–	﹤0.01%	691
2021 Q2	$4K	Hold	91	–	–	﹤0.01%	697
2021 Q1	$3K	Hold	91	–	–	﹤0.01%	737
2020 Q4	$3K	Hold	91	–	–	﹤0.01%	670
2020 Q3	$3K	Hold	91	–	–	﹤0.01%	597
2020 Q2	$2K	Hold	91	–	–	﹤0.01%	734
2020 Q1	$2K	Hold	91	–	–	﹤0.01%	618
2019 Q4	$3K	Hold	91	–	–	﹤0.01%	645
2019 Q3	$3K	Hold	91	–	–	﹤0.01%	578
2019 Q2	$3K	Hold	91	–	–	﹤0.01%	583
2019 Q1	$3K	Hold	91	–	–	﹤0.01%	443
2018 Q4	$3K	Hold	91	–	–	﹤0.01%	426
2018 Q3	$3K	Hold	91	–	–	﹤0.01%	436
2018 Q2	$3K	Hold	91	–	–	﹤0.01%	435
2018 Q1	$3K	Hold	91	–	–	﹤0.01%	445
2017 Q4	$3K	Hold	91	–	–	﹤0.01%	438
2017 Q3	$2K	Hold	91	–	–	﹤0.01%	481
2017 Q2	$2K	Hold	91	–	–	﹤0.01%	469
2017 Q1	$2K	Hold	91	–	–	﹤0.01%	470
2016 Q4	$2K	Buy	+91	New	+$2.33K	﹤0.01%	433

Other funds holding CUBE

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM