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Lee Financial’s HubSpot HUBS Stock Holding History

Lee 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 		– Sell
-40
Closed -$21.3K – 842
2023
Q2 		$21.3K Sell
40
-8
-17% -$3.75K ﹤0.01% 293
2023
Q1 		$20.6K Hold
48
– – ﹤0.01% 304
2022
Q4 		$13.9K Buy
48
+10
+26% +$2.83K ﹤0.01% 407
2022
Q3 		$10K Buy
38
+9
+31% +$2.86K ﹤0.01% 433
2022
Q2 		$9K Buy
29
+8
+38% +$2.92K ﹤0.01% 464
2022
Q1 		$10K Sell
21
-9
-30% -$4.36K ﹤0.01% 433
2021
Q4 		$19K Sell
30
-22
-42% -$16.6K ﹤0.01% 382
2021
Q3 		$35K Sell
52
-7
-12% -$4.51K 0.01% 263
2021
Q2 		$34K Buy
59
+7
+13% +$3.65K 0.01% 262
2021
Q1 		$24K Sell
52
-17
-25% -$7.47K 0.01% 282
2020
Q4 		$27K Sell
69
-215
-76% -$75.5K 0.01% 256
2020
Q3 		$83K Buy
284
+215
+312% +$56.4K 0.02% 172
2020
Q2 		$15K Hold
69
– – ﹤0.01% 309
2020
Q1 		$9K Buy
69
+24
+53% +$3.99K ﹤0.01% 314
2019
Q4 		$7K Buy
+45
New +$6.89K ﹤0.01% 390

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

Lee Financial's HUBS Position: Q3 2023 in Review

Lee Financial sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 40 shares — an estimated $21.3K sold.

Lee Financial first reported a position in HUBS in Q4 2019 and held it in 15 quarters. The position peaked at $83K in Q3 2020. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Lee Financial reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
  • Lee Financial sold 40 HubSpot shares in Q3 2023, an estimated $21.3K.
  • Lee Financial first reported a position in HubSpot in Q4 2019 and held it in 15 quarters.
  • Lee Financial's HubSpot position peaked at $83K in Q3 2020.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.