Cambridge Trust’s HubSpot HUBS Stock Holding History

Cambridge Trust’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	$94K	Hold	150	–	–	﹤0.01%	355
2023 Q4	$87.1K	Hold	150	–	–	﹤0.01%	354
2023 Q3	$73.9K	Buy	150 +18	+14%	+$9.4K	﹤0.01%	380
2023 Q2	$70.2K	Hold	132	–	–	﹤0.01%	394
2023 Q1	$56.6K	Sell	132 -49	-27%	-$17.9K	﹤0.01%	428
2022 Q4	$52K	Sell	181 -13	-7%	-$3.69K	﹤0.01%	444
2022 Q3	$53K	Hold	194	–	–	﹤0.01%	447
2022 Q2	$59K	Hold	194	–	–	﹤0.01%	462
2022 Q1	$92K	Buy	194 +69	+55%	+$33.4K	﹤0.01%	440
2021 Q4	$82K	Buy	+125	New	+$94.6K	﹤0.01%	453
2018 Q4	–	Sell	-5,078	Closed	-$767K	–	242
2018 Q3	$767K	Sell	5,078 -156	-3%	-$21.4K	0.04%	147
2018 Q2	$656K	Buy	5,234 +646	+14%	+$76.5K	0.04%	158
2018 Q1	$497K	Buy	+4,588	New	+$478K	0.03%	180

Other funds holding HUBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Cambridge Trust's HUBS Position: Q1 2024 in Review

Cambridge Trust held its HubSpot (HUBS) position steady in Q1 2024 at 150 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Cambridge Trust first reported a position in HUBS in Q1 2018 and has held it in 13 quarters since. The position peaked at $767K in Q3 2018. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

Cambridge Trust held 150 shares of HubSpot worth $94K as of Q1 2024.
Cambridge Trust left its HubSpot share count unchanged in Q1 2024.
HubSpot made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #355 holding.
Cambridge Trust first reported a position in HubSpot in Q1 2018 and has held it in 13 quarters since.
Cambridge Trust's HubSpot position peaked at $767K in Q3 2018.
732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.