Howe & Rusling’s HubSpot HUBS Stock Holding History

Howe & Rusling’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
2021 Q4	–	Sell	-10	Closed	-$7K	–	1027
2021 Q3	$7K	Hold	10	–	–	﹤0.01%	568
2021 Q2	$6K	Hold	10	–	–	﹤0.01%	570
2021 Q1	$5K	Hold	10	–	–	﹤0.01%	621
2020 Q4	$4K	Hold	10	–	–	﹤0.01%	667
2020 Q3	$3K	Buy	+10	New	+$2.62K	﹤0.01%	645

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Howe & Rusling's HUBS Position: Q4 2021 in Review

Howe & Rusling sold out of HubSpot (HUBS) in Q4 2021, closing a stake of 10 shares — an estimated $7K sold.

Howe & Rusling first reported a position in HUBS in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

Howe & Rusling reported no remaining HubSpot position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 10 HubSpot shares in Q4 2021, an estimated $7K.
Howe & Rusling first reported a position in HubSpot in Q3 2020 and held it in 5 quarters.
Howe & Rusling's HubSpot position peaked at $7K in Q3 2021.
661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.