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Lincoln National Corp’s HubSpot HUBS Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-682
Closed -$427K – 502
2024
Q1 		$427K Buy
682
+16
+2% +$9.62K 0.01% 808
2023
Q4 		$387K Buy
666
+17
+3% +$8.18K 0.01% 767
2023
Q3 		$320K Buy
+649
New +$339K 0.01% 755

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lincoln National Corp's HUBS Position: Q2 2024 in Review

Lincoln National Corp sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 682 shares — an estimated $427K sold.

Lincoln National Corp first reported a position in HUBS in Q3 2023 and held it in 3 quarters. The position peaked at $427K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Lincoln National Corp reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 682 HubSpot shares in Q2 2024, an estimated $427K.
  • Lincoln National Corp first reported a position in HubSpot in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's HubSpot position peaked at $427K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.