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Mount Yale Investment Advisors’s HUB Group HUBG Stock Holding History

Mount Yale Investment Advisors’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
2022
Q2 		– Sell
-7,502
Closed -$290K – 473
2022
Q1 		$290K Buy
7,502
+1,386
+23% +$55.4K 0.03% 374
2021
Q4 		$258K Sell
6,116
-1,612
-21% -$64.1K 0.03% 401
2021
Q3 		$266K Sell
7,728
-1,324
-15% -$44.5K 0.03% 380
2021
Q2 		$299K Buy
9,052
+644
+8% +$21.9K 0.04% 320
2021
Q1 		$283K Sell
8,408
-422
-5% -$12.7K 0.04% 328
2020
Q4 		$252K Buy
+8,830
New +$239K 0.04% 339
2020
Q3 		– Sell
-8,390
Closed -$201K – 358
2020
Q2 		$201K Buy
+8,390
New +$194K 0.04% 310

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Mount Yale Investment Advisors's HUBG Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of HUB Group (HUBG) in Q2 2022, closing a stake of 7,502 shares — an estimated $290K sold.

Mount Yale Investment Advisors first reported a position in HUBG in Q2 2020 and held it in 7 quarters. The position peaked at $299K in Q2 2021. 246 funds tracked by Wall St. Rank hold HUBG as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining HUB Group position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,502 HUB Group shares in Q2 2022, an estimated $290K.
  • Mount Yale Investment Advisors first reported a position in HUB Group in Q2 2020 and held it in 7 quarters.
  • Mount Yale Investment Advisors's HUB Group position peaked at $299K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held HUB Group as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.