Commonwealth Equity Services
HUBG icon

Commonwealth Equity Services’s HUB Group HUBG Stock Holding History

Commonwealth Equity Services’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
2023
Q3 		– Sell
-5,362
Closed -$215K – 3876
2023
Q2 		$215K Buy
+5,362
New +$207K ﹤0.01% 3345

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Commonwealth Equity Services's HUBG Position: Q3 2023 in Review

Commonwealth Equity Services sold out of HUB Group (HUBG) in Q3 2023, closing a stake of 5,362 shares — an estimated $215K sold.

Commonwealth Equity Services first reported a position in HUBG in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 249 funds tracked by Wall St. Rank hold HUBG as of Q3 2023.

  • Commonwealth Equity Services reported no remaining HUB Group position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,362 HUB Group shares in Q3 2023, an estimated $215K.
  • Commonwealth Equity Services first reported a position in HUB Group in Q2 2023 and held it in 1 quarter.
  • Commonwealth Equity Services's HUB Group position peaked at $215K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held HUB Group as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.