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Evergreen Capital Management’s HUB Group HUBG Stock Holding History

Evergreen Capital Management’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,347
Closed -$228K – 1565
2025
Q4 		$228K Buy
+5,347
New +$203K 0.01% 1221
2025
Q2 		– Sell
-5,985
Closed -$222K – 1187
2025
Q1 		$222K Buy
5,985
+333
+6% +$13.9K 0.01% 934
2024
Q4 		$252K Buy
5,652
+349
+7% +$16.3K 0.01% 836
2024
Q3 		$241K Buy
5,303
+202
+4% +$8.95K 0.01% 832
2024
Q2 		$220K Buy
+5,101
New +$215K 0.01% 809

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's HUBG Position: Q1 2026 in Review

Evergreen Capital Management sold out of HUB Group (HUBG) in Q1 2026, closing a stake of 5,347 shares — an estimated $228K sold.

Evergreen Capital Management first reported a position in HUBG in Q2 2024 and held it in 5 quarters. The position peaked at $252K in Q4 2024. 281 funds tracked by Wall St. Rank hold HUBG as of Q1 2026.

  • Evergreen Capital Management reported no remaining HUB Group position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 5,347 HUB Group shares in Q1 2026, an estimated $228K.
  • Evergreen Capital Management first reported a position in HUB Group in Q2 2024 and held it in 5 quarters.
  • Evergreen Capital Management's HUB Group position peaked at $252K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held HUB Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.