Hershey Trust Company’s HubSpot HUBS Stock Holding History

Hershey Trust Company’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
2017 Q1	–	Sell	-6,409	Closed	-$301K	–	16
2016 Q4	$301K	Sell	6,409 -1,000	-13%	-$52.9K	﹤0.01%	9
2016 Q3	$427K	Sell	7,409 -1,283	-15%	-$69.6K	0.01%	8
2016 Q2	$377K	Buy	+8,692	New	+$394K	﹤0.01%	7
2015 Q4	–	Sell	-1,876	Closed	-$87K	–	13
2015 Q3	$87K	Sell	1,876 -1,606	-46%	-$78.6K	﹤0.01%	11
2015 Q2	$887K	Buy	+3,482	New	+$160K	0.01%	6

Other funds holding HUBS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Hershey Trust Company's HUBS Position: Q1 2017 in Review

Hershey Trust Company sold out of HubSpot (HUBS) in Q1 2017, closing a stake of 6,409 shares — an estimated $301K sold.

Hershey Trust Company first reported a position in HUBS in Q2 2015 and held it in 5 quarters. The position peaked at $887K in Q2 2015. 166 funds tracked by Wall St. Rank hold HUBS as of Q1 2017.

Hershey Trust Company reported no remaining HubSpot position as of Q1 2017 after selling out during the quarter.
Hershey Trust Company sold 6,409 HubSpot shares in Q1 2017, an estimated $301K.
Hershey Trust Company first reported a position in HubSpot in Q2 2015 and held it in 5 quarters.
Hershey Trust Company's HubSpot position peaked at $887K in Q2 2015.
166 funds tracked by Wall St. Rank held HubSpot as of Q1 2017.

Based on Hershey Trust Company's 13F filing for Q1 2017, filed 25 Apr 2017.