Moody Aldrich Partners’s HubSpot HUBS Stock Holding History

Moody Aldrich Partners’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
2022 Q2	–	Sell	-596	Closed	-$283K	–	153
2022 Q1	$283K	Sell	596 -26	-4%	-$12.6K	0.04%	138
2021 Q4	$410K	Sell	622 -9	-1%	-$6.81K	0.06%	129
2021 Q3	$427K	Sell	631 -2	-0.3%	-$1.29K	0.05%	137
2021 Q2	$369K	Sell	633 -10	-2%	-$5.21K	0.05%	139
2021 Q1	$292K	Buy	643 +107	+20%	+$47K	0.04%	161
2020 Q4	$212K	Buy	+536	New	+$188K	0.03%	169
2019 Q2	–	Sell	-24,508	Closed	-$4.07M	–	126
2019 Q1	$4.07M	Sell	24,508 -6,578	-21%	-$1.04M	1.14%	40
2018 Q4	$3.91M	Buy	31,086 +2,099	+7%	+$275K	1.28%	30
2018 Q3	$4.38M	Buy	+28,987	New	+$3.98M	1.26%	33

Other funds holding HUBS

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Moody Aldrich Partners's HUBS Position: Q2 2022 in Review

Moody Aldrich Partners sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 596 shares — an estimated $283K sold.

Moody Aldrich Partners first reported a position in HUBS in Q3 2018 and held it in 9 quarters. The position peaked at $4.38M in Q3 2018. 585 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

Moody Aldrich Partners reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
Moody Aldrich Partners sold 596 HubSpot shares in Q2 2022, an estimated $283K.
Moody Aldrich Partners first reported a position in HubSpot in Q3 2018 and held it in 9 quarters.
Moody Aldrich Partners's HubSpot position peaked at $4.38M in Q3 2018.
585 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Moody Aldrich Partners's 13F filing for Q2 2022, filed 18 Jul 2022.