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Johnson Midwest Financial’s HubSpot HUBS Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$9.85K Hold
20
– – 0.02% 208
2023
Q2 		$10.6K Hold
20
– – 0.01% 202
2023
Q1 		$8.57K Hold
20
– – 0.01% 219
2022
Q4 		$6K Buy
+20
New +$5.67K 0.02% 250

Other funds holding HUBS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Johnson Midwest Financial's HUBS Position: Q3 2023 in Review

Johnson Midwest Financial held its HubSpot (HUBS) position steady in Q3 2023 at 20 shares worth $9.85K. The position accounts for 0.02% of the portfolio, ranked #208.

Johnson Midwest Financial first reported a position in HUBS in Q4 2022 and has held it in 4 quarters since. The position peaked at $10.6K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Johnson Midwest Financial held 20 shares of HubSpot worth $9.85K as of Q3 2023.
  • Johnson Midwest Financial left its HubSpot share count unchanged in Q3 2023.
  • HubSpot made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #208 holding.
  • Johnson Midwest Financial first reported a position in HubSpot in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's HubSpot position peaked at $10.6K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.