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Carroll Financial Associates’s HUB Group HUBG Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-56
Closed -$1K – 1758
2021
Q3 		$1K Buy
+56
New +$1.88K ﹤0.01% 1647

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Macquarie Group
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Loomis, Sayles & Company
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's HUBG Position: Q4 2021 in Review

Carroll Financial Associates sold out of HUB Group (HUBG) in Q4 2021, closing a stake of 56 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in HUBG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 227 funds tracked by Wall St. Rank hold HUBG as of Q4 2021.

  • Carroll Financial Associates reported no remaining HUB Group position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 56 HUB Group shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in HUB Group in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's HUB Group position peaked at $1K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held HUB Group as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.