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Jefferies Group’s HubSpot HUBS Stock Holding History

Jefferies Group’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
-26,600
Closed -$12.6M – 1690
2022
Q1 		$12.6M Buy
+26,600
New +$12.9M 0.08% 197
2017
Q2 		– Sell
-21,000
Closed -$1.27M – 2351
2017
Q1 		$1.27M Buy
+21,000
New +$1.19M 0.01% 1156

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Group's HUBS Position: Q3 2022 in Review

Jefferies Group reduced its HubSpot (HUBS) stake by 52% in Q3 2022, selling an estimated $1.07M and leaving 3,154 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #852.

Jefferies Group first reported a position in HUBS in Q1 2017 and has held it in 15 quarters since. The position peaked at $11.3M in Q3 2020. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Jefferies Group held 3,154 shares of HubSpot worth $852K as of Q3 2022.
  • Jefferies Group sold 3,356 HubSpot shares in Q3 2022, an estimated $1.07M.
  • HubSpot made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #852 holding.
  • Jefferies Group first reported a position in HubSpot in Q1 2017 and has held it in 15 quarters since.
  • Jefferies Group's HubSpot position peaked at $11.3M in Q3 2020.
  • 567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.