Edmonds Duncan Registered Investment Advisors’s HubSpot HUBS Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	-514	Closed	-$253K	–	136
2023 Q3	$253K	Buy	514 +89	+21%	+$46.5K	0.07%	106
2023 Q2	$226K	Buy	+425	New	+$199K	0.07%	122
2022 Q2	–	Sell	-448	Closed	-$213K	–	135
2022 Q1	$213K	Buy	448 +4	+0.9%	+$1.94K	0.06%	128
2021 Q4	$201K	Buy	444 +48	+12%	+$36.3K	0.05%	135
2021 Q3	$268K	Buy	396 +18	+5%	+$11.6K	0.08%	114
2021 Q2	$220K	Buy	+378	New	+$197K	0.07%	132

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

Edmonds Duncan Registered Investment Advisors's HUBS Position: Q4 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 514 shares — an estimated $253K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in HUBS in Q2 2021 and held it in 6 quarters. The position peaked at $268K in Q3 2021. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Edmonds Duncan Registered Investment Advisors reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 514 HubSpot shares in Q4 2023, an estimated $253K.
Edmonds Duncan Registered Investment Advisors first reported a position in HubSpot in Q2 2021 and held it in 6 quarters.
Edmonds Duncan Registered Investment Advisors's HubSpot position peaked at $268K in Q3 2021.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.