M&G Investment Management’s HubSpot HUBS Stock Holding History

M&G Investment Management’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 Q4	$8.44M	Buy	14,520 +1,144	+9%	+$550K	0.03%	229
2023 Q3	$6.59M	Buy	13,376 +1,155	+9%	+$603K	0.03%	258
2023 Q2	$6.5M	Buy	+12,221	New	+$5.73M	0.03%	247
2022 Q3	–	Sell	-3,764	Closed	-$1.13K	–	448
2022 Q2	$1.13K	Buy	3,764 +188	+5%	+$68.7K	0.01%	340
2022 Q1	$1.7K	Buy	+3,576	New	+$1.73M	﹤0.01%	305

Other funds holding HUBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M&G Investment Management's HUBS Position: Q4 2023 in Review

M&G Investment Management increased its HubSpot (HUBS) stake by 8.6% in Q4 2023, buying an estimated $550K and bringing the position to 14,520 shares worth $8.44M. The position accounts for 0.03% of the portfolio, ranked #229.

M&G Investment Management first reported a position in HUBS in Q1 2022 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

M&G Investment Management held 14,520 shares of HubSpot worth $8.44M as of Q4 2023.
M&G Investment Management bought 1,144 HubSpot shares in Q4 2023, an estimated $550K.
HubSpot made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #229 holding.
M&G Investment Management first reported a position in HubSpot in Q1 2022 and has held it in 5 quarters since.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.