Tucker Asset Management’s CubeSmart CUBE Stock Holding History

Tucker Asset Management’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 Q3	–	Sell	-596	Closed	-$26.9K	–	1509
2024 Q2	$26.9K	Sell	596 -816	-58%	-$35.2K	0.01%	540
2024 Q1	$63.9K	Hold	1,412	–	–	0.01%	380
2023 Q4	$65.4K	Sell	1,412 -208	-13%	-$8.17K	0.02%	301
2023 Q3	$61.8K	Sell	1,620 -396	-20%	-$16.7K	0.02%	286
2023 Q2	$90K	Sell	2,016 -1,095	-35%	-$49.7K	0.03%	187
2023 Q1	$144K	Hold	3,111	–	–	0.04%	110
2022 Q4	$128K	Hold	3,111	–	–	0.04%	83
2022 Q3	$130K	Buy	3,111 +2,586	+493%	+$117K	0.04%	64
2022 Q2	$22.4K	Buy	+525	New	+$24.2K	0.01%	153

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

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

Tucker Asset Management's CUBE Position: Q3 2024 in Review

Tucker Asset Management sold out of CubeSmart (CUBE) in Q3 2024, closing a stake of 596 shares — an estimated $26.9K sold.

Tucker Asset Management first reported a position in CUBE in Q2 2022 and held it in 9 quarters. The position peaked at $144K in Q1 2023. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

Tucker Asset Management reported no remaining CubeSmart position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 596 CubeSmart shares in Q3 2024, an estimated $26.9K.
Tucker Asset Management first reported a position in CubeSmart in Q2 2022 and held it in 9 quarters.
Tucker Asset Management's CubeSmart position peaked at $144K in Q1 2023.
448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.