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IBM Retirement Fund’s HubSpot HUBS Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-715
Closed -$340K – 222
2022
Q1 		$340K Sell
715
-27
-4% -$13.1K 0.05% 356
2021
Q4 		$489K Sell
742
-524
-41% -$396K 0.06% 299
2021
Q3 		$856K Buy
1,266
+5
+0.4% +$3.22K 0.07% 267
2021
Q2 		$735K Sell
1,261
-153
-11% -$79.8K 0.06% 310
2021
Q1 		$642K Sell
1,414
-118
-8% -$51.8K 0.05% 364
2020
Q4 		$607K Buy
1,532
+187
+14% +$65.6K 0.04% 375
2020
Q3 		$393K Buy
1,345
+378
+39% +$99.1K 0.03% 434
2020
Q2 		$217K Buy
+967
New +$174K 0.03% 503

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

IBM Retirement Fund's HUBS Position: Q2 2022 in Review

IBM Retirement Fund sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 715 shares — an estimated $340K sold.

IBM Retirement Fund first reported a position in HUBS in Q2 2020 and held it in 8 quarters. The position peaked at $856K in Q3 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • IBM Retirement Fund reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 715 HubSpot shares in Q2 2022, an estimated $340K.
  • IBM Retirement Fund first reported a position in HubSpot in Q2 2020 and held it in 8 quarters.
  • IBM Retirement Fund's HubSpot position peaked at $856K in Q3 2021.
  • 584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.