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Nalls Sherbakoff Group’s HubSpot HUBS Stock Holding History

Nalls Sherbakoff 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 		$1.16K Sell
2
-2
-50% -$962 ﹤0.01% 383
2023
Q3 		$1.97K Hold
4
– – ﹤0.01% 350
2023
Q2 		$2.07K Hold
4
– – ﹤0.01% 355
2023
Q1 		$1.67K Buy
+4
New +$1.46K ﹤0.01% 391

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nalls Sherbakoff Group's HUBS Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its HubSpot (HUBS) stake by 50% in Q4 2023, selling an estimated $962 and leaving 2 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Nalls Sherbakoff Group first reported a position in HUBS in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.07K in Q2 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • Nalls Sherbakoff Group held 2 shares of HubSpot worth $1.16K as of Q4 2023.
  • Nalls Sherbakoff Group sold 2 HubSpot shares in Q4 2023, an estimated $962.
  • HubSpot made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #383 holding.
  • Nalls Sherbakoff Group first reported a position in HubSpot in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's HubSpot position peaked at $2.07K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.