Beck Bode LLC’s HubSpot HUBS Stock Holding History

Beck Bode LLC’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
2025 Q1	–	Sell	-983	Closed	-$685K	–	119
2024 Q4	$685K	Sell	983 -382	-28%	-$246K	0.13%	78
2024 Q3	$726K	Sell	1,365 -459	-25%	-$231K	0.14%	82
2024 Q2	$1.08M	Sell	1,824 -1,234	-40%	-$757K	0.22%	69
2024 Q1	$1.92M	Sell	3,058 -360	-11%	-$216K	0.39%	64
2023 Q4	$1.98M	Sell	3,418 -87	-2%	-$41.9K	0.45%	65
2023 Q3	$1.73M	Sell	3,505 -76	-2%	-$39.7K	0.44%	66
2023 Q2	$1.9M	Buy	+3,581	New	+$1.68M	0.46%	64
2020 Q4	–	Sell	-65	Closed	-$19K	–	132
2020 Q3	$19K	Buy	+65	New	+$17K	0.01%	174
2020 Q1	–	Sell	-21,084	Closed	-$3.34M	–	67
2019 Q4	$3.34M	Buy	21,084 +7	+0%	+$1.07K	1.37%	30
2019 Q3	$3.19M	Sell	21,077 -491	-2%	-$88.2K	1.4%	29
2019 Q2	$3.68M	Sell	21,568 -38	-0.2%	-$6.63K	1.64%	24
2019 Q1	$3.59M	Sell	21,606 -1,083	-5%	-$172K	1.73%	23
2018 Q4	$2.85M	Buy	+22,689	New	+$2.97M	1.55%	25

Other funds holding HUBS

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

T. Rowe Price Associates

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

Franklin Resources

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments

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