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Edge Capital Group’s HubSpot HUBS Stock Holding History

Edge Capital 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
Q2 		– Sell
-229
Closed -$98.2K – 351
2023
Q1 		$98.2K Buy
+229
New +$83.6K 0.01% 337
2022
Q1 		– Sell
-349
Closed -$230K – 305
2021
Q4 		$230K Buy
349
+6
+2% +$4.54K 0.02% 256
2021
Q3 		$232K Buy
+343
New +$221K 0.02% 248

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Capital Group's HUBS Position: Q2 2023 in Review

Edge Capital Group sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 229 shares — an estimated $98.2K sold.

Edge Capital Group first reported a position in HUBS in Q3 2021 and held it in 3 quarters. The position peaked at $232K in Q3 2021. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

  • Edge Capital Group reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 229 HubSpot shares in Q2 2023, an estimated $98.2K.
  • Edge Capital Group first reported a position in HubSpot in Q3 2021 and held it in 3 quarters.
  • Edge Capital Group's HubSpot position peaked at $232K in Q3 2021.
  • 681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.