Operose Advisors’s HubSpot HUBS Stock Holding History

Operose Advisors’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	–	Sell	-197	Closed	-$97K	–	664
2023 Q3	$97K	Buy	+197	New	+$103K	0.04%	216

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Operose Advisors's HUBS Position: Q4 2023 in Review

Operose Advisors sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 197 shares — an estimated $97K sold.

Operose Advisors first reported a position in HUBS in Q3 2023 and held it in 1 quarter. The position peaked at $97K in Q3 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Operose Advisors reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 197 HubSpot shares in Q4 2023, an estimated $97K.
Operose Advisors first reported a position in HubSpot in Q3 2023 and held it in 1 quarter.
Operose Advisors's HubSpot position peaked at $97K in Q3 2023.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.