Crow Point Partners’s HubSpot HUBS Stock Holding History

Crow Point 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
2019 Q4	$369K	Buy	+2,333	New	+$357K	0.58%	38
2019 Q3	–	Sell	-1,494	Closed	-$255K	–	132
2019 Q2	$255K	Sell	1,494 -616	-29%	-$108K	0.04%	92
2019 Q1	$351K	Sell	2,110 -616	-23%	-$97.6K	0.06%	75
2018 Q4	$338K	Sell	2,726 -4,500	-62%	-$590K	0.06%	76
2018 Q3	$1.09M	Buy	7,226 +4,708	+187%	+$647K	0.19%	48
2018 Q2	$318K	Sell	2,518 -2,565	-50%	-$304K	0.06%	86
2018 Q1	$550K	Sell	5,083 -864	-15%	-$90K	0.1%	66
2017 Q4	$530K	Buy	5,947 +5,369	+929%	+$451K	0.08%	96
2017 Q3	$47K	Buy	+578	New	+$41.4K	0.01%	205

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

Crow Point Partners's HUBS Position: Q4 2019 in Review

Crow Point Partners opened a new position in HubSpot (HUBS) in Q4 2019: 2,333 shares worth $369K. The stake represents 0.58% of the portfolio and ranks #38 among its holdings. This is a return to the name: Crow Point Partners previously reported a position in HUBS as recently as Q2 2019.

Crow Point Partners first reported a position in HUBS in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2018. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

Crow Point Partners held 2,333 shares of HubSpot worth $369K as of Q4 2019.
HubSpot was a new Crow Point Partners position in Q4 2019.
HubSpot made up 0.58% of Crow Point Partners's portfolio in Q4 2019, its #38 holding.
Crow Point Partners first reported a position in HubSpot in Q3 2017 and has held it in 9 quarters since.
Crow Point Partners's HubSpot position peaked at $1.09M in Q3 2018.
289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.