Claris Advisors’s HUB Group HUBG Stock Holding History

Claris 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	-6	Closed	-$273	–	551
2024 Q3	$273	Buy	+6	New	+$266	﹤0.01%	860

Other funds holding HUBG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Claris Advisors's HUBG Position: Q4 2024 in Review

Claris Advisors sold out of HUB Group (HUBG) in Q4 2024, closing a stake of 6 shares — an estimated $273 sold.

Claris Advisors first reported a position in HUBG in Q3 2024 and held it in 1 quarter. The position peaked at $273 in Q3 2024. 272 funds tracked by Wall St. Rank hold HUBG as of Q4 2024.

Claris Advisors reported no remaining HUB Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 HUB Group shares in Q4 2024, an estimated $273.
Claris Advisors first reported a position in HUB Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's HUB Group position peaked at $273 in Q3 2024.
272 funds tracked by Wall St. Rank held HUB Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.