Altshuler Shaham’s HubSpot HUBS Stock Holding History

Altshuler Shaham’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
2023 Q4	–	Sell	-42	Closed	-$20.7K	–	285
2023 Q3	$20.7K	Sell	42 -13	-24%	-$6.79K	﹤0.01%	247
2023 Q2	$29.3K	Buy	+55	New	+$25.8K	﹤0.01%	242
2022 Q1	–	Sell	-280	Closed	-$185K	–	576
2021 Q4	$185K	Sell	280 -115	-29%	-$87K	﹤0.01%	250
2021 Q3	$268K	Sell	395 -112	-22%	-$72.2K	﹤0.01%	231
2021 Q2	$295K	Sell	507 -970	-66%	-$506K	﹤0.01%	239
2021 Q1	$671K	Sell	1,477 -410	-22%	-$180K	0.01%	114
2020 Q4	$748K	Buy	1,887 +1,755	+1,330%	+$616K	0.01%	83
2020 Q3	$39K	Buy	+132	New	+$34.6K	﹤0.01%	252
2019 Q4	–	Sell	-4	Closed	-$1K	–	554
2019 Q3	$1K	Buy	+4	New	+$719	﹤0.01%	373
2019 Q2	–	Sell	-67	Closed	-$11K	–	378
2019 Q1	$11K	Buy	+67	New	+$10.6K	﹤0.01%	227

Other funds holding HUBS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

DCP

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altshuler Shaham's HUBS Position: Q4 2023 in Review

Altshuler Shaham sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 42 shares — an estimated $20.7K sold.

Altshuler Shaham first reported a position in HUBS in Q1 2019 and held it in 10 quarters. The position peaked at $748K in Q4 2020. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Altshuler Shaham reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Altshuler Shaham sold 42 HubSpot shares in Q4 2023, an estimated $20.7K.
Altshuler Shaham first reported a position in HubSpot in Q1 2019 and held it in 10 quarters.
Altshuler Shaham's HubSpot position peaked at $748K in Q4 2020.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Altshuler Shaham's 13F filing for Q4 2023, filed 7 Feb 2024.