Lindbrook Capital’s HUB Group HUBG Stock Holding History

Lindbrook Capital’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
2025 Q1	$8.25K	Sell	222 -208	-48%	-$8.67K	﹤0.01%	1734
2024 Q4	$19.2K	Hold	430	–	–	﹤0.01%	1304
2024 Q3	$19.5K	Buy	430 +118	+38%	+$5.23K	﹤0.01%	1311
2024 Q2	$13.4K	Buy	312 +92	+42%	+$3.88K	﹤0.01%	1473
2024 Q1	$9.51K	Hold	220	–	–	﹤0.01%	1603
2023 Q4	$10.1K	Sell	220 -42	-16%	-$1.65K	﹤0.01%	1542
2023 Q3	$10.3K	Buy	262 +6	+2%	+$246	﹤0.01%	1402
2023 Q2	$10.3K	Buy	256 +10	+4%	+$387	﹤0.01%	1446
2023 Q1	$10.3K	Hold	246	–	–	﹤0.01%	1437
2022 Q4	$9.78K	Hold	246	–	–	﹤0.01%	1442
2022 Q3	$8K	Hold	246	–	–	﹤0.01%	1427
2022 Q2	$9K	Buy	246 +42	+21%	+$1.47K	﹤0.01%	1302
2022 Q1	$8K	Hold	204	–	–	﹤0.01%	1378
2021 Q4	$9K	Hold	204	–	–	﹤0.01%	1304
2021 Q3	$7K	Hold	204	–	–	﹤0.01%	1131
2021 Q2	$7K	Hold	204	–	–	﹤0.01%	1194
2021 Q1	$7K	Hold	204	–	–	﹤0.01%	1150
2020 Q4	$6K	Hold	204	–	–	﹤0.01%	1114
2020 Q3	$5K	Hold	204	–	–	﹤0.01%	1110
2020 Q2	$5K	Hold	204	–	–	﹤0.01%	1082
2020 Q1	$5K	Buy	+204	New	+$5.12K	﹤0.01%	986

Other funds holding HUBG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HUBG Position: Q1 2025 in Review

Lindbrook Capital reduced its HUB Group (HUBG) stake by 48% in Q1 2025, selling an estimated $8.67K and leaving 222 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Lindbrook Capital first reported a position in HUBG in Q1 2020 and has held it in 21 quarters since. The position peaked at $19.5K in Q3 2024. 269 funds tracked by Wall St. Rank hold HUBG as of Q1 2025.

Lindbrook Capital held 222 shares of HUB Group worth $8.25K as of Q1 2025.
Lindbrook Capital sold 208 HUB Group shares in Q1 2025, an estimated $8.67K.
HUB Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1734 holding.
Lindbrook Capital first reported a position in HUB Group in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's HUB Group position peaked at $19.5K in Q3 2024.
269 funds tracked by Wall St. Rank held HUB Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.