LCH
HUBS icon

Lee Capital Holdings’s HubSpot HUBS Stock Holding History

Lee Capital Holdings’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
Q3 		– Sell
-6,220
Closed -$1.87M – 45
2022
Q2 		$1.87M Buy
+6,220
New +$2.27M 1.46% 23
2021
Q2 		– Sell
-3,145
Closed -$1.43M – 67
2021
Q1 		$1.43M Buy
+3,145
New +$1.38M 0.63% 46

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

Lee Capital Holdings's HUBS Position: Q3 2022 in Review

Lee Capital Holdings sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 6,220 shares — an estimated $1.87M sold.

Lee Capital Holdings first reported a position in HUBS in Q1 2021 and held it in 2 quarters. The position peaked at $1.87M in Q2 2022. 568 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Lee Capital Holdings reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 6,220 HubSpot shares in Q3 2022, an estimated $1.87M.
  • Lee Capital Holdings first reported a position in HubSpot in Q1 2021 and held it in 2 quarters.
  • Lee Capital Holdings's HubSpot position peaked at $1.87M in Q2 2022.
  • 568 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Lee Capital Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.