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Kelly Financial Services’s HubSpot HUBS Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-159
Closed -$93.8K – 371
2024
Q2 		$93.8K Buy
159
+5
+3% +$3.07K 0.03% 160
2024
Q1 		$96.5K Sell
154
-1
-0.6% -$601 0.04% 155
2023
Q4 		$90K Buy
155
+12
+8% +$5.77K 0.04% 151
2023
Q3 		$70.4K Sell
143
-7
-5% -$3.66K 0.03% 152
2023
Q2 		$79.8K Buy
150
+8
+6% +$3.75K 0.04% 146
2023
Q1 		$60.9K Sell
142
-5
-3% -$1.82K 0.03% 163
2022
Q4 		$42.5K Buy
147
+39
+36% +$11.1K 0.02% 194
2022
Q3 		$29.2K Sell
108
-3
-3% -$953 0.02% 213
2022
Q2 		$33.4K Buy
111
+72
+185% +$26.3K 0.02% 202
2022
Q1 		$18.5K Buy
+39
New +$18.9K 0.01% 277

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Financial Services's HUBS Position: Q3 2024 in Review

Kelly Financial Services sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 159 shares — an estimated $93.8K sold.

Kelly Financial Services first reported a position in HUBS in Q1 2022 and held it in 10 quarters. The position peaked at $96.5K in Q1 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Kelly Financial Services reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 159 HubSpot shares in Q3 2024, an estimated $93.8K.
  • Kelly Financial Services first reported a position in HubSpot in Q1 2022 and held it in 10 quarters.
  • Kelly Financial Services's HubSpot position peaked at $96.5K in Q1 2024.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.