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Capital Performance Advisors’s HUB Group HUBG Stock Holding History

Capital Performance Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-136
Closed -$6.18K – 1289
2024
Q3 		$6.18K Buy
+136
New +$6.03K ﹤0.01% 1025

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's HUBG Position: Q4 2024 in Review

Capital Performance Advisors sold out of HUB Group (HUBG) in Q4 2024, closing a stake of 136 shares — an estimated $6.18K sold.

Capital Performance Advisors first reported a position in HUBG in Q3 2024 and held it in 1 quarter. The position peaked at $6.18K in Q3 2024. 272 funds tracked by Wall St. Rank hold HUBG as of Q4 2024.

  • Capital Performance Advisors reported no remaining HUB Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 136 HUB Group shares in Q4 2024, an estimated $6.18K.
  • Capital Performance Advisors first reported a position in HUB Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HUB Group position peaked at $6.18K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held HUB Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.