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Disciplined Investments’s HUB Group HUBG Stock Holding History

Disciplined Investments’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
-16
Closed -$643 – 751
2023
Q2 		$643 Sell
16
-2
-11% -$77 ﹤0.01% 1141
2023
Q1 		$755 Hold
18
– – ﹤0.01% 1090
2022
Q4 		$715 Buy
18
+2
+13% +$78 ﹤0.01% 1036
2022
Q3 		$1K Sell
16
-2
-11% -$76 ﹤0.01% 940
2022
Q2 		$1K Buy
18
+4
+29% +$140 ﹤0.01% 960
2022
Q1 		$1K Buy
+14
New +$559 ﹤0.01% 1020

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

Disciplined Investments's HUBG Position: Q3 2023 in Review

Disciplined Investments sold out of HUB Group (HUBG) in Q3 2023, closing a stake of 16 shares — an estimated $643 sold.

Disciplined Investments first reported a position in HUBG in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 249 funds tracked by Wall St. Rank hold HUBG as of Q3 2023.

  • Disciplined Investments reported no remaining HUB Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 HUB Group shares in Q3 2023, an estimated $643.
  • Disciplined Investments first reported a position in HUB Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's HUB Group position peaked at $1K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held HUB Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.