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Elkfork Partners’s HubSpot HUBS Stock Holding History

Elkfork Partners’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
2019
Q3 		$768K Sell
5,066
-1,360
-21% -$244K 0.02% 459
2019
Q2 		$1.1M Buy
6,426
+4,250
+195% +$742K 0.03% 375
2019
Q1 		$362K Sell
2,176
-306
-12% -$48.5K 0.01% 653
2018
Q4 		$312K Buy
2,482
+986
+66% +$129K 0.01% 660
2018
Q3 		$226K Sell
1,496
-340
-19% -$46.7K 0.01% 820
2018
Q2 		$230K Buy
+1,836
New +$217K 0.01% 747

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Elkfork Partners's HUBS Position: Q3 2019 in Review

Elkfork Partners reduced its HubSpot (HUBS) stake by 21% in Q3 2019, selling an estimated $244K and leaving 5,066 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #459.

Elkfork Partners first reported a position in HUBS in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2019. 295 funds tracked by Wall St. Rank hold HUBS as of Q3 2019.

  • Elkfork Partners held 5,066 shares of HubSpot worth $768K as of Q3 2019.
  • Elkfork Partners sold 1,360 HubSpot shares in Q3 2019, an estimated $244K.
  • HubSpot made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #459 holding.
  • Elkfork Partners first reported a position in HubSpot in Q2 2018 and has held it in 6 quarters since.
  • Elkfork Partners's HubSpot position peaked at $1.1M in Q2 2019.
  • 295 funds tracked by Wall St. Rank held HubSpot as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.