HUB Investment Partners’s RUM Group Inc RUM Stock Holding History

HUB Investment Partners’s Portfolio RUM Stock Details RUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$6.32K	–	1216
2025 Q4	$6.32K	Sell	1,000 -4,647	-82%	-$31.9K	﹤0.01%	956
2025 Q3	$40.9K	Buy	5,647 +4,525	+403%	+$37K	﹤0.01%	785
2025 Q2	$10.1K	Buy	1,122 +500	+80%	+$4.28K	﹤0.01%	726
2025 Q1	$4.4K	Buy	622 +522	+522%	+$5.45K	﹤0.01%	625
2024 Q4	$1.3K	Sell	100 -900	-90%	-$6.4K	﹤0.01%	592
2024 Q3	$5.36K	Sell	1,000 -2,000	-67%	-$11.8K	﹤0.01%	548
2024 Q2	$16.6K	Hold	3,000	–	–	﹤0.01%	497
2024 Q1	$24.2K	Hold	3,000	–	–	﹤0.01%	478
2023 Q4	$13.5K	Buy	+3,000	New	+$14.6K	﹤0.01%	410

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

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

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return