Carmichael Hill & Associates’s HubSpot HUBS Stock Holding History

Carmichael Hill & Associates’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 Q3	$7.97K	Hold	15	–	–	﹤0.01%	615
2024 Q2	$8.85K	Hold	15	–	–	﹤0.01%	579
2024 Q1	$9.4K	Hold	15	–	–	﹤0.01%	571
2023 Q4	$8.71K	Hold	15	–	–	﹤0.01%	591
2023 Q3	$7.39K	Hold	15	–	–	﹤0.01%	600
2023 Q2	$7.98K	Hold	15	–	–	﹤0.01%	590
2023 Q1	$6.43K	Hold	15	–	–	﹤0.01%	612
2022 Q4	$4.34K	Hold	15	–	–	﹤0.01%	635
2022 Q3	$4K	Buy	15 +3	+25%	+$953	﹤0.01%	696
2022 Q2	$4K	Hold	12	–	–	﹤0.01%	681
2022 Q1	$6K	Hold	12	–	–	﹤0.01%	668
2021 Q4	$8K	Hold	12	–	–	﹤0.01%	647
2021 Q3	$8K	Hold	12	–	–	﹤0.01%	626
2021 Q2	$7K	Hold	12	–	–	﹤0.01%	641
2021 Q1	$5K	Buy	+12	New	+$5.27K	﹤0.01%	652

Other funds holding HUBS

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's HUBS Position: Q3 2024 in Review

Carmichael Hill & Associates held its HubSpot (HUBS) position steady in Q3 2024 at 15 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Carmichael Hill & Associates first reported a position in HUBS in Q1 2021 and has held it in 15 quarters since. The position peaked at $9.4K in Q1 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Carmichael Hill & Associates held 15 shares of HubSpot worth $7.97K as of Q3 2024.
Carmichael Hill & Associates left its HubSpot share count unchanged in Q3 2024.
HubSpot made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #615 holding.
Carmichael Hill & Associates first reported a position in HubSpot in Q1 2021 and has held it in 15 quarters since.
Carmichael Hill & Associates's HubSpot position peaked at $9.4K in Q1 2024.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.