Atwood & Palmer’s HubSpot HUBS Stock Holding History

Atwood & Palmer’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	-1	Closed	-$493	–	417
2023 Q3	$493	Buy	+1	New	+$522	﹤0.01%	384
2016 Q1	–	Sell	-436	Closed	-$25K	–	342
2015 Q4	$25K	Hold	436	–	–	﹤0.01%	250
2015 Q3	$20K	Buy	+436	New	+$21.3K	﹤0.01%	270

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

Atwood & Palmer's HUBS Position: Q4 2023 in Review

Atwood & Palmer sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 1 share — an estimated $493 sold.

Atwood & Palmer first reported a position in HUBS in Q3 2015 and held it in 3 quarters. The position peaked at $25K in Q4 2015. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Atwood & Palmer reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 1 HubSpot share in Q4 2023, an estimated $493.
Atwood & Palmer first reported a position in HubSpot in Q3 2015 and held it in 3 quarters.
Atwood & Palmer's HubSpot position peaked at $25K in Q4 2015.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.