Mach-1 Financial Group’s HubSpot HUBS Stock Holding History

Mach-1 Financial Group’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	–	Sell	-1,141	Closed	-$562K	–	250
2023 Q3	$562K	Buy	1,141 +127	+13%	+$66.3K	0.23%	93
2023 Q2	$540K	Buy	+1,014	New	+$475K	0.15%	125
2022 Q1	–	Sell	-20	Closed	-$13K	–	254
2021 Q4	$13K	Buy	+20	New	+$15.1K	0.01%	108

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

Mach-1 Financial Group's HUBS Position: Q4 2023 in Review

Mach-1 Financial Group sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 1,141 shares — an estimated $562K sold.

Mach-1 Financial Group first reported a position in HUBS in Q4 2021 and held it in 3 quarters. The position peaked at $562K in Q3 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Mach-1 Financial Group reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Mach-1 Financial Group sold 1,141 HubSpot shares in Q4 2023, an estimated $562K.
Mach-1 Financial Group first reported a position in HubSpot in Q4 2021 and held it in 3 quarters.
Mach-1 Financial Group's HubSpot position peaked at $562K in Q3 2023.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.