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Neo Ivy Capital Management’s HubSpot HUBS Stock Holding History

Neo Ivy Capital Management’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
Q3 		– Sell
-197
Closed -$59K – 452
2022
Q2 		$59K Buy
+197
New +$71.9K 0.16% 214
2021
Q4 		– Sell
-222
Closed -$50K – 516
2021
Q3 		$50K Buy
+222
New +$143K 0.06% 324
2020
Q3 		– Sell
-222
Closed -$50K – 531
2020
Q2 		$50K Buy
+222
New +$39.9K 0.06% 324
2019
Q2 		– Sell
-1,399
Closed -$232K – 335
2019
Q1 		$232K Buy
+1,399
New +$222K 0.13% 194

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Neo Ivy Capital Management's HUBS Position: Q3 2022 in Review

Neo Ivy Capital Management sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 197 shares — an estimated $59K sold.

Neo Ivy Capital Management first reported a position in HUBS in Q1 2019 and held it in 4 quarters. The position peaked at $232K in Q1 2019. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Neo Ivy Capital Management reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 197 HubSpot shares in Q3 2022, an estimated $59K.
  • Neo Ivy Capital Management first reported a position in HubSpot in Q1 2019 and held it in 4 quarters.
  • Neo Ivy Capital Management's HubSpot position peaked at $232K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Neo Ivy Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.