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Corient Capital Partners’s HubSpot HUBS Stock Holding History

Corient Capital Partners’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
2022
Q3 		$237K Hold
787
– – 0.02% 547
2022
Q2 		$237K Buy
787
+328
+71% +$120K 0.02% 560
2022
Q1 		$218K Sell
459
-86
-16% -$41.7K 0.01% 658
2021
Q4 		$359K Buy
545
+21
+4% +$15.9K 0.02% 458
2021
Q3 		$354K Buy
524
+61
+13% +$39.3K 0.03% 450
2021
Q2 		$270K Buy
+463
New +$241K 0.02% 516

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Capital Partners's HUBS Position: Q3 2022 in Review

Corient Capital Partners held its HubSpot (HUBS) position steady in Q3 2022 at 787 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #547.

Corient Capital Partners first reported a position in HUBS in Q2 2021 and has held it in 6 quarters since. The position peaked at $359K in Q4 2021. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Corient Capital Partners held 787 shares of HubSpot worth $237K as of Q3 2022.
  • Corient Capital Partners left its HubSpot share count unchanged in Q3 2022.
  • HubSpot made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #547 holding.
  • Corient Capital Partners first reported a position in HubSpot in Q2 2021 and has held it in 6 quarters since.
  • Corient Capital Partners's HubSpot position peaked at $359K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.