Alpine Woods Capital Investors’s HubSpot HUBS Stock Holding History

Alpine Woods Capital Investors’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,500	Closed	-$405K	–	191
2022 Q3	$405K	Hold	1,500	–	–	0.06%	155
2022 Q2	$451K	Hold	1,500	–	–	0.06%	151
2022 Q1	$712K	Hold	1,500	–	–	0.07%	156
2021 Q4	$989K	Hold	1,500	–	–	0.1%	144
2021 Q3	$1.01M	Sell	1,500 -500	-25%	-$322K	0.11%	153
2021 Q2	$1.17M	Hold	2,000	–	–	0.12%	150
2021 Q1	$908K	Hold	2,000	–	–	0.1%	165
2020 Q4	$793K	Hold	2,000	–	–	0.1%	165
2020 Q3	$584K	Hold	2,000	–	–	0.09%	180
2020 Q2	$449K	Hold	2,000	–	–	0.09%	188
2020 Q1	$266K	Hold	2,000	–	–	0.06%	221
2019 Q4	$317K	Sell	2,000 -800	-29%	-$122K	0.06%	218
2019 Q3	$425K	Hold	2,800	–	–	0.08%	180
2019 Q2	$477K	Buy	+2,800	New	+$489K	0.1%	187

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpine Woods Capital Investors's HUBS Position: Q4 2022 in Review

Alpine Woods Capital Investors sold out of HubSpot (HUBS) in Q4 2022, closing a stake of 1,500 shares — an estimated $405K sold.

Alpine Woods Capital Investors first reported a position in HUBS in Q2 2019 and held it in 14 quarters. The position peaked at $1.17M in Q2 2021. 576 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

Alpine Woods Capital Investors reported no remaining HubSpot position as of Q4 2022 after selling out during the quarter.
Alpine Woods Capital Investors sold 1,500 HubSpot shares in Q4 2022, an estimated $405K.
Alpine Woods Capital Investors first reported a position in HubSpot in Q2 2019 and held it in 14 quarters.
Alpine Woods Capital Investors's HubSpot position peaked at $1.17M in Q2 2021.
576 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2022, filed 8 Feb 2023.