Financial Gravity Asset Management’s HUB Group HUBG Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-7	Closed	-$308	–	1904
2024 Q1	$308	Buy	+7	New	+$306	﹤0.01%	1524
2023 Q3	–	Sell	-160	Closed	-$246	–	1479
2023 Q2	$246	Sell	160 -8	-5%	-$309	﹤0.01%	1123
2023 Q1	$1	Buy	168 +10	+6%	+$436	﹤0.01%	1055
2022 Q4	$194	Buy	+158	New	+$6.17K	﹤0.01%	956
2021 Q1	–	Sell	-2	Closed	–	–	823
2020 Q4	$0	Buy	+2	New	+$54	﹤0.01%	573
2020 Q2	–	Sell	-38	Closed	-$867	–	394
2020 Q1	$867	Sell	38 -172	-82%	-$4.32K	﹤0.01%	491
2019 Q4	$56K	Sell	210 -2	-0.9%	-$49	0.04%	580
2019 Q3	$5K	Hold	212	–	–	﹤0.01%	696
2019 Q2	$4K	Sell	212 -6	-3%	-$126	﹤0.01%	738
2019 Q1	$5K	Buy	+218	New	+$4.65K	﹤0.01%	689
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	1148
2018 Q2	$1K	Sell	30 -2	-6%	-$47	﹤0.01%	1179
2018 Q1	$1K	Buy	+32	New	+$746	﹤0.01%	1155

Other funds holding HUBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Asset Management's HUBG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of HUB Group (HUBG) in Q2 2024, closing a stake of 7 shares — an estimated $308 sold.

Financial Gravity Asset Management first reported a position in HUBG in Q1 2018 and held it in 13 quarters. The position peaked at $56K in Q4 2019. 260 funds tracked by Wall St. Rank hold HUBG as of Q2 2024.

Financial Gravity Asset Management reported no remaining HUB Group position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 7 HUB Group shares in Q2 2024, an estimated $308.
Financial Gravity Asset Management first reported a position in HUB Group in Q1 2018 and held it in 13 quarters.
Financial Gravity Asset Management's HUB Group position peaked at $56K in Q4 2019.
260 funds tracked by Wall St. Rank held HUB Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.