LCAM
HUBS icon

Lee Capital Asset Management’s HubSpot HUBS Stock Holding History

Lee Capital 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
2019
Q4 		– Sell
-26,733
Closed -$4.05M – 29
2019
Q3 		$4.05M Sell
26,733
-2,467
-8% -$443K 5.9% 6
2019
Q2 		$4.98M Buy
+29,200
New +$5.1M 6.54% 6

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Lee Capital Asset Management's HUBS Position: Q4 2019 in Review

Lee Capital Asset Management sold out of HubSpot (HUBS) in Q4 2019, closing a stake of 26,733 shares — an estimated $4.05M sold.

Lee Capital Asset Management first reported a position in HUBS in Q2 2019 and held it in 2 quarters. The position peaked at $4.98M in Q2 2019. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

  • Lee Capital Asset Management reported no remaining HubSpot position as of Q4 2019 after selling out during the quarter.
  • Lee Capital Asset Management sold 26,733 HubSpot shares in Q4 2019, an estimated $4.05M.
  • Lee Capital Asset Management first reported a position in HubSpot in Q2 2019 and held it in 2 quarters.
  • Lee Capital Asset Management's HubSpot position peaked at $4.98M in Q2 2019.
  • 289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.