Berman Capital Advisors’s HubSpot HUBS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$135K	Buy	201 +53	+36%	+$34.1K	0.02%	360
2021 Q2	$86K	Buy	148 +88	+147%	+$45.9K	0.01%	422
2021 Q1	$27K	Sell	60 -6	-9%	-$2.64K	0.01%	690
2020 Q4	$26K	Buy	66 +3	+5%	+$1.05K	0.01%	601
2020 Q3	$18K	Hold	63	–	–	0.01%	622
2020 Q2	$14K	Buy	63 +4	+7%	+$719	﹤0.01%	651
2020 Q1	$7K	Sell	59 -7	-11%	-$1.16K	﹤0.01%	771
2019 Q4	$10K	Sell	66 -14	-18%	-$2.14K	﹤0.01%	742
2019 Q3	$12K	Sell	80 -7	-8%	-$1.26K	﹤0.01%	661
2019 Q2	$14K	Hold	87	–	–	﹤0.01%	620
2019 Q1	$14K	Buy	87 +28	+47%	+$4.43K	﹤0.01%	552
2018 Q4	$7K	Buy	+59	New	+$7.73K	﹤0.01%	596

Other funds holding HUBS

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

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

Berman Capital Advisors's HUBS Position: Q3 2021 in Review

Berman Capital Advisors increased its HubSpot (HUBS) stake by 36% in Q3 2021, buying an estimated $34.1K and bringing the position to 201 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #360.

Berman Capital Advisors first reported a position in HUBS in Q4 2018 and has held it in 12 quarters since. 598 funds tracked by Wall St. Rank hold HUBS as of Q3 2021.

Berman Capital Advisors held 201 shares of HubSpot worth $135K as of Q3 2021.
Berman Capital Advisors bought 53 HubSpot shares in Q3 2021, an estimated $34.1K.
HubSpot made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #360 holding.
Berman Capital Advisors first reported a position in HubSpot in Q4 2018 and has held it in 12 quarters since.
598 funds tracked by Wall St. Rank held HubSpot as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.