Disciplined Investments’s HubSpot HUBS Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-2	Closed	-$1.06K	–	752
2023 Q2	$1.06K	Buy	2 +1	+100%	+$469	﹤0.01%	938
2023 Q1	$429	Hold	1	–	–	﹤0.01%	1281
2022 Q4	$289	Buy	+1	New	+$283	﹤0.01%	1347
2022 Q3	–	Sell	-2	Closed	-$1K	–	1388
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	961
2022 Q1	$1K	Buy	+2	New	+$969	﹤0.01%	1021
2021 Q2	–	Sell	-2	Closed	-$1K	–	426
2021 Q1	$1K	Buy	+2	New	+$879	﹤0.01%	364

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Disciplined Investments's HUBS Position: Q3 2023 in Review

Disciplined Investments sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 2 shares — an estimated $1.06K sold.

Disciplined Investments first reported a position in HUBS in Q1 2021 and held it in 6 quarters. The position peaked at $1.06K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Disciplined Investments reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2 HubSpot shares in Q3 2023, an estimated $1.06K.
Disciplined Investments first reported a position in HubSpot in Q1 2021 and held it in 6 quarters.
Disciplined Investments's HubSpot position peaked at $1.06K in Q2 2023.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

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