Desjardins Global Asset Management’s HubSpot HUBS Stock Holding History

Desjardins Global Asset Management’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	$113K	Sell	194 -166	-46%	-$79.9K	0.01%	453
2023 Q3	$177K	Sell	360 -759	-68%	-$397K	0.02%	390
2023 Q2	$595K	Buy	1,119 +388	+53%	+$182K	0.07%	261
2023 Q1	$313K	Sell	731 -177	-19%	-$64.6K	0.04%	345
2022 Q4	$262K	Buy	908 +69	+8%	+$19.6K	0.04%	319
2022 Q3	$226K	Hold	839	–	–	0.03%	333
2022 Q2	$252K	Buy	839 +136	+19%	+$49.7K	0.03%	324
2022 Q1	$333K	Sell	703 -32	-4%	-$15.5K	0.03%	307
2021 Q4	$484K	Buy	+735	New	+$556K	0.04%	279

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

Desjardins Global Asset Management's HUBS Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its HubSpot (HUBS) stake by 46% in Q4 2023, selling an estimated $79.9K and leaving 194 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #453.

Desjardins Global Asset Management first reported a position in HUBS in Q4 2021 and has held it in 9 quarters since. The position peaked at $595K in Q2 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Desjardins Global Asset Management held 194 shares of HubSpot worth $113K as of Q4 2023.
Desjardins Global Asset Management sold 166 HubSpot shares in Q4 2023, an estimated $79.9K.
HubSpot made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #453 holding.
Desjardins Global Asset Management first reported a position in HubSpot in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's HubSpot position peaked at $595K in Q2 2023.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.