David J. Yvars Group’s HubSpot HUBS Stock Holding History

David J. Yvars Group’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
2023 Q4	–	Sell	-5,747	Closed	-$2.83M	–	76
2023 Q3	$2.83M	Buy	5,747 +55	+1%	+$28.7K	2.36%	14
2023 Q2	$3.03M	Buy	+5,692	New	+$2.67M	2.5%	13

Other funds holding HUBS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

David J. Yvars Group's HUBS Position: Q4 2023 in Review

David J. Yvars Group sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 5,747 shares — an estimated $2.83M sold.

David J. Yvars Group first reported a position in HUBS in Q2 2023 and held it in 2 quarters. The position peaked at $3.03M in Q2 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

David J. Yvars Group reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
David J. Yvars Group sold 5,747 HubSpot shares in Q4 2023, an estimated $2.83M.
David J. Yvars Group first reported a position in HubSpot in Q2 2023 and held it in 2 quarters.
David J. Yvars Group's HubSpot position peaked at $3.03M in Q2 2023.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on David J. Yvars Group's 13F filing for Q4 2023, filed 10 Jan 2024.