MOTCO’s HubSpot HUBS Stock Holding History

MOTCO’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 Q1	–	Sell	-3	Closed	-$1.74K	–	722
2023 Q4	$1.74K	Hold	3	–	–	﹤0.01%	611
2023 Q3	$1.48K	Hold	3	–	–	﹤0.01%	678
2023 Q2	$1.6K	Buy	+3	New	+$1.41K	﹤0.01%	699

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

MOTCO's HUBS Position: Q1 2024 in Review

MOTCO sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 3 shares — an estimated $1.74K sold.

MOTCO first reported a position in HUBS in Q2 2023 and held it in 3 quarters. The position peaked at $1.74K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

MOTCO reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
MOTCO sold 3 HubSpot shares in Q1 2024, an estimated $1.74K.
MOTCO first reported a position in HubSpot in Q2 2023 and held it in 3 quarters.
MOTCO's HubSpot position peaked at $1.74K in Q4 2023.
732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on MOTCO's 13F filing for Q1 2024, filed 9 May 2024.