Ovata Capital Management’s HubSpot HUBS Stock Holding History

Ovata 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
2020 Q4	–	Sell	-392	Closed	-$115K	–	60
2020 Q3	$115K	Buy	+392	New	+$103K	0.04%	59

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ovata Capital Management's HUBS Position: Q4 2020 in Review

Ovata Capital Management sold out of HubSpot (HUBS) in Q4 2020, closing a stake of 392 shares — an estimated $115K sold.

Ovata Capital Management first reported a position in HUBS in Q3 2020 and held it in 1 quarter. The position peaked at $115K in Q3 2020. 478 funds tracked by Wall St. Rank hold HUBS as of Q4 2020.

Ovata Capital Management reported no remaining HubSpot position as of Q4 2020 after selling out during the quarter.
Ovata Capital Management sold 392 HubSpot shares in Q4 2020, an estimated $115K.
Ovata Capital Management first reported a position in HubSpot in Q3 2020 and held it in 1 quarter.
Ovata Capital Management's HubSpot position peaked at $115K in Q3 2020.
478 funds tracked by Wall St. Rank held HubSpot as of Q4 2020.

Based on Ovata Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.