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Fulcrum Asset Management’s HubSpot HUBS Stock Holding History

Fulcrum Asset 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
2022
Q1 		– Hold
0
– – – 143
2021
Q4 		– Hold
0
– – – 129
2021
Q3 		– Hold
0
– – – 130
2021
Q2 		– Hold
0
– – – 101
2021
Q1 		– Hold
0
– – – 62
2020
Q4 		– Hold
0
– – – 50
2020
Q3 		– Sell
-8,651
Closed -$2.03M – 155
2020
Q2 		$2.03M Buy
+8,651
New +$1.56M 0.68% 50

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Asset Management's HUBS Position: Q1 2022 in Review

Fulcrum Asset Management held its HubSpot (HUBS) position steady in Q1 2022 at 0 shares worth $723K. The position accounts for 0.21% of the portfolio, ranked #143.

Fulcrum Asset Management first reported a position in HUBS in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.03M in Q2 2020. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of HubSpot worth $723K as of Q1 2022.
  • Fulcrum Asset Management left its HubSpot share count unchanged in Q1 2022.
  • HubSpot made up 0.21% of Fulcrum Asset Management's portfolio in Q1 2022, its #143 holding.
  • Fulcrum Asset Management first reported a position in HubSpot in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's HubSpot position peaked at $2.03M in Q2 2020.
  • 628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.