Institutional & Family Asset Management’s HubSpot HUBS Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$85.5K	Sell	145 -3	-2%	-$1.84K	0.01%	199
2024 Q1	$92.7K	Sell	148 -10	-6%	-$6.01K	0.01%	192
2023 Q4	$91.7K	Buy	158 +2	+1%	+$962	0.02%	197
2023 Q3	$76.8K	Hold	156	–	–	0.01%	194
2023 Q2	$83K	Hold	156	–	–	0.01%	195
2023 Q1	$66.9K	Sell	156 -11	-7%	-$4.01K	0.01%	199
2022 Q4	$48.3K	Buy	167 +5	+3%	+$1.42K	0.01%	221
2022 Q3	$44K	Buy	162 +1	+0.6%	+$318	0.01%	232
2022 Q2	$48K	Buy	161 +36	+29%	+$13.1K	0.01%	228
2022 Q1	$59K	Buy	125 +29	+30%	+$14.1K	0.01%	243
2021 Q4	$63K	Hold	96	–	–	0.01%	249
2021 Q3	$65K	Buy	+96	New	+$61.8K	0.01%	291

Other funds holding HUBS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Institutional & Family Asset Management's HUBS Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its HubSpot (HUBS) stake by 2% in Q2 2024, selling an estimated $1.84K and leaving 145 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #199.

Institutional & Family Asset Management first reported a position in HUBS in Q3 2021 and has held it in 12 quarters since. The position peaked at $92.7K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

Institutional & Family Asset Management held 145 shares of HubSpot worth $85.5K as of Q2 2024.
Institutional & Family Asset Management sold 3 HubSpot shares in Q2 2024, an estimated $1.84K.
HubSpot made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #199 holding.
Institutional & Family Asset Management first reported a position in HubSpot in Q3 2021 and has held it in 12 quarters since.
Institutional & Family Asset Management's HubSpot position peaked at $92.7K in Q1 2024.
799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.