Lido Advisors
HUBG icon

Lido Advisors’s HUB Group HUBG Stock Holding History

Lido Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,932
Closed -$278K – 1264
2023
Q2 		$278K Sell
6,932
-8,428
-55% -$326K ﹤0.01% 967
2023
Q1 		$645K Buy
15,360
+3,640
+31% +$159K 0.01% 598
2022
Q4 		$466K Buy
+11,720
New +$458K 0.01% 615

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lido Advisors's HUBG Position: Q3 2023 in Review

Lido Advisors sold out of HUB Group (HUBG) in Q3 2023, closing a stake of 6,932 shares — an estimated $278K sold.

Lido Advisors first reported a position in HUBG in Q4 2022 and held it in 3 quarters. The position peaked at $645K in Q1 2023. 249 funds tracked by Wall St. Rank hold HUBG as of Q3 2023.

  • Lido Advisors reported no remaining HUB Group position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 6,932 HUB Group shares in Q3 2023, an estimated $278K.
  • Lido Advisors first reported a position in HUB Group in Q4 2022 and held it in 3 quarters.
  • Lido Advisors's HUB Group position peaked at $645K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held HUB Group as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.