Ladenburg Thalmann Financial Services’s HubSpot HUBS Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$361K	Buy	2,261 +794	+54%	+$122K	﹤0.01%	2069
2019 Q3	$223K	Buy	1,467 +199	+16%	+$35.8K	﹤0.01%	2380
2019 Q2	$219K	Buy	1,268 +48	+4%	+$8.38K	﹤0.01%	2407
2019 Q1	$203K	Buy	1,220 +744	+156%	+$118K	﹤0.01%	2382
2018 Q4	$60K	Sell	476 -12	-2%	-$1.57K	﹤0.01%	3130
2018 Q3	$74K	Buy	488 +24	+5%	+$3.3K	﹤0.01%	3046
2018 Q2	$50K	Hold	464	–	–	﹤0.01%	3244
2018 Q1	$50K	Buy	464 +403	+661%	+$42K	﹤0.01%	3244
2017 Q4	$5K	Buy	61 +49	+408%	+$4.11K	﹤0.01%	4513
2017 Q3	$1K	Sell	12 -8	-40%	-$573	﹤0.01%	4790
2017 Q2	$1K	Buy	+20	New	+$1.35K	﹤0.01%	4732
2017 Q1	–	Sell	-200	Closed	-$9K	–	4901
2016 Q4	$9K	Buy	+200	New	+$10.6K	﹤0.01%	3954

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HUBS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its HubSpot (HUBS) stake by 54% in Q4 2019, buying an estimated $122K and bringing the position to 2,261 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Ladenburg Thalmann Financial Services first reported a position in HUBS in Q4 2016 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,261 shares of HubSpot worth $361K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 794 HubSpot shares in Q4 2019, an estimated $122K.
HubSpot made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2069 holding.
Ladenburg Thalmann Financial Services first reported a position in HubSpot in Q4 2016 and has held it in 12 quarters since.
289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.