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Essex Investment Management’s HubSpot HUBS Stock Holding History

Essex Investment Management’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
2016
Q4 		– Sell
-19,602
Closed -$1.13M – 358
2016
Q3 		$1.13M Sell
19,602
-1,130
-5% -$61.3K 0.18% 138
2016
Q2 		$900K Sell
20,732
-27,945
-57% -$1.27M 0.15% 158
2016
Q1 		$2.12M Buy
48,677
+25,526
+110% +$1.1M 0.36% 64
2015
Q4 		$1.3M Sell
23,151
-573
-2% -$30.3K 0.2% 118
2015
Q3 		$1.1M Buy
23,724
+546
+2% +$26.7K 0.18% 131
2015
Q2 		$1.15M Buy
+23,178
New +$1.06M 0.17% 141

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Investment Management's HUBS Position: Q4 2016 in Review

Essex Investment Management sold out of HubSpot (HUBS) in Q4 2016, closing a stake of 19,602 shares — an estimated $1.13M sold.

Essex Investment Management first reported a position in HUBS in Q2 2015 and held it in 6 quarters. The position peaked at $2.12M in Q1 2016. 165 funds tracked by Wall St. Rank hold HUBS as of Q4 2016.

  • Essex Investment Management reported no remaining HubSpot position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 19,602 HubSpot shares in Q4 2016, an estimated $1.13M.
  • Essex Investment Management first reported a position in HubSpot in Q2 2015 and held it in 6 quarters.
  • Essex Investment Management's HubSpot position peaked at $2.12M in Q1 2016.
  • 165 funds tracked by Wall St. Rank held HubSpot as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.