Aquila Investment Management’s HubSpot HUBS Stock Holding History

Aquila Investment Management’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 Q2	–	Sell	-4,000	Closed	-$1.72M	–	92
2023 Q1	$1.72M	Sell	4,000 -1,000	-20%	-$365K	1.41%	28
2022 Q4	$1.45M	Buy	5,000 +2,000	+67%	+$567K	1.12%	40
2022 Q3	$810K	Sell	3,000 -2,000	-40%	-$635K	0.61%	72
2022 Q2	$1.5M	Buy	5,000 +4,000	+400%	+$1.46M	1.07%	42
2022 Q1	$475K	Buy	+1,000	New	+$484K	0.27%	86

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

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

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

ACA

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

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

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

Aquila Investment Management's HUBS Position: Q2 2023 in Review

Aquila Investment Management sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 4,000 shares — an estimated $1.72M sold.

Aquila Investment Management first reported a position in HUBS in Q1 2022 and held it in 5 quarters. The position peaked at $1.72M in Q1 2023. 682 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

Aquila Investment Management reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
Aquila Investment Management sold 4,000 HubSpot shares in Q2 2023, an estimated $1.72M.
Aquila Investment Management first reported a position in HubSpot in Q1 2022 and held it in 5 quarters.
Aquila Investment Management's HubSpot position peaked at $1.72M in Q1 2023.
682 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on Aquila Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.