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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tarbox Family Office's CUBE Position: Q2 2022 in Review

Tarbox Family Office sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 91 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in CUBE in Q4 2016 and held it in 22 quarters. The position peaked at $5K in Q1 2022. 323 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

Tarbox Family Office reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 91 CubeSmart shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in CubeSmart in Q4 2016 and held it in 22 quarters.
Tarbox Family Office's CubeSmart position peaked at $5K in Q1 2022.
323 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.