BG
HUBS icon

Bollard Group’s HubSpot HUBS Stock Holding History

Bollard 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
2024
Q1 		– Sell
-22
Closed -$13K – 302
2023
Q4 		$13K Hold
22
– – ﹤0.01% 254
2023
Q3 		$11K Hold
22
– – ﹤0.01% 261
2023
Q2 		$12K Hold
22
– – ﹤0.01% 284
2023
Q1 		$9K Hold
22
– – ﹤0.01% 253
2022
Q4 		$6K Hold
22
– – ﹤0.01% 256
2022
Q3 		$6K Hold
22
– – ﹤0.01% 263
2022
Q2 		$7K Hold
22
– – ﹤0.01% 269
2022
Q1 		$10K Hold
22
– – ﹤0.01% 404
2021
Q4 		$14K Buy
+22
New +$16.6K ﹤0.01% 404

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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

Bollard Group's HUBS Position: Q1 2024 in Review

Bollard Group sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 22 shares — an estimated $13K sold.

Bollard Group first reported a position in HUBS in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Bollard Group reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Bollard Group sold 22 HubSpot shares in Q1 2024, an estimated $13K.
  • Bollard Group first reported a position in HubSpot in Q4 2021 and held it in 9 quarters.
  • Bollard Group's HubSpot position peaked at $14K in Q4 2021.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Bollard Group's 13F filing for Q1 2024, filed 13 May 2024.