Gideon Capital Advisors’s HubSpot HUBS Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-12,402	Closed	-$1.88M	–	325
2019 Q3	$1.88M	Buy	+12,402	New	+$2.23M	0.61%	53
2019 Q2	–	Sell	-7,529	Closed	-$1.25M	–	344
2019 Q1	$1.25M	Buy	+7,529	New	+$1.19M	0.45%	55
2018 Q4	–	Sell	-2,364	Closed	-$357K	–	429
2018 Q3	$357K	Sell	2,364 -2,395	-50%	-$329K	0.17%	200
2018 Q2	$597K	Buy	4,759 +1,176	+33%	+$139K	0.3%	99
2018 Q1	$388K	Buy	+3,583	New	+$373K	0.24%	166

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Gideon Capital Advisors's HUBS Position: Q4 2019 in Review

Gideon Capital Advisors sold out of HubSpot (HUBS) in Q4 2019, closing a stake of 12,402 shares — an estimated $1.88M sold.

Gideon Capital Advisors first reported a position in HUBS in Q1 2018 and held it in 5 quarters. The position peaked at $1.88M in Q3 2019. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

Gideon Capital Advisors reported no remaining HubSpot position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,402 HubSpot shares in Q4 2019, an estimated $1.88M.
Gideon Capital Advisors first reported a position in HubSpot in Q1 2018 and held it in 5 quarters.
Gideon Capital Advisors's HubSpot position peaked at $1.88M in Q3 2019.
289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.