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Harvest Group Wealth Management’s HUB Group HUBG Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-64
Closed -$2K – 326
2020
Q4 		$2K Hold
64
– – ﹤0.01% 364
2020
Q3 		$2K Hold
64
– – ﹤0.01% 349
2020
Q2 		$1K Hold
64
– – ﹤0.01% 386
2020
Q1 		$1K Sell
64
-116
-64% -$2.91K ﹤0.01% 392
2019
Q4 		$4K Hold
180
– – ﹤0.01% 424
2019
Q3 		$4K Hold
180
– – ﹤0.01% 472
2019
Q2 		$3K Hold
180
– – ﹤0.01% 451
2019
Q1 		$4K Buy
+180
New +$3.84K ﹤0.01% 427

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Harvest Group Wealth Management's HUBG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of HUB Group (HUBG) in Q1 2021, closing a stake of 64 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in HUBG in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 210 funds tracked by Wall St. Rank hold HUBG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining HUB Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 64 HUB Group shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in HUB Group in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's HUB Group position peaked at $4K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held HUB Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.