Aperio Group’s HubSpot HUBS Stock Holding History

Aperio Group’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
2020 Q4	$5.45M	Buy	13,746 +2,462	+22%	+$864K	0.02%	792
2020 Q3	$3.3M	Buy	11,284 +340	+3%	+$89.1K	0.01%	893
2020 Q2	$2.46M	Buy	10,944 +660	+6%	+$119K	0.01%	1018
2020 Q1	$1.37M	Buy	10,284 +2,926	+40%	+$486K	0.01%	1177
2019 Q4	$1.17M	Sell	7,358 -2,022	-22%	-$310K	﹤0.01%	1357
2019 Q3	$1.42M	Buy	9,380 +1,476	+19%	+$265K	0.01%	1216
2019 Q2	$1.35M	Buy	7,904 +741	+10%	+$129K	0.01%	1243
2019 Q1	$1.19M	Buy	7,163 +938	+15%	+$149K	0.01%	1280
2018 Q4	$783K	Buy	6,225 +1,549	+33%	+$203K	﹤0.01%	1434
2018 Q3	$706K	Buy	4,676 +841	+22%	+$116K	﹤0.01%	1589
2018 Q2	$481K	Buy	3,835 +537	+16%	+$63.6K	﹤0.01%	1760
2018 Q1	$357K	Buy	3,298 +133	+4%	+$13.9K	﹤0.01%	1865
2017 Q4	$280K	Buy	+3,165	New	+$266K	﹤0.01%	1981

Other funds holding HUBS

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

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

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

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

Aperio Group's HUBS Position: Q4 2020 in Review

Aperio Group increased its HubSpot (HUBS) stake by 22% in Q4 2020, buying an estimated $864K and bringing the position to 13,746 shares worth $5.45M. The position accounts for 0.02% of the portfolio, ranked #792.

Aperio Group first reported a position in HUBS in Q4 2017 and has held it in 13 quarters since. 479 funds tracked by Wall St. Rank hold HUBS as of Q4 2020.

Aperio Group held 13,746 shares of HubSpot worth $5.45M as of Q4 2020.
Aperio Group bought 2,462 HubSpot shares in Q4 2020, an estimated $864K.
HubSpot made up 0.02% of Aperio Group's portfolio in Q4 2020, its #792 holding.
Aperio Group first reported a position in HubSpot in Q4 2017 and has held it in 13 quarters since.
479 funds tracked by Wall St. Rank held HubSpot as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.