Pittenger & Anderson Inc’s HubSpot HUBS Stock Holding History

Pittenger & Anderson Inc’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 Q3	–	Sell	-30	Closed	-$16K	–	443
2023 Q2	$16K	Hold	30	–	–	﹤0.01%	332
2023 Q1	$12.9K	Hold	30	–	–	﹤0.01%	339
2022 Q4	$8.67K	Hold	30	–	–	﹤0.01%	349
2022 Q3	$8K	Hold	30	–	–	﹤0.01%	350
2022 Q2	$9K	Buy	30 +5	+20%	+$1.83K	﹤0.01%	352
2022 Q1	$12K	Hold	25	–	–	﹤0.01%	344
2021 Q4	$16K	Hold	25	–	–	﹤0.01%	323
2021 Q3	$17K	Hold	25	–	–	﹤0.01%	333
2021 Q2	$15K	Buy	25 +3	+14%	+$1.56K	﹤0.01%	316
2021 Q1	$10K	Buy	22 +1	+5%	+$439	﹤0.01%	318
2020 Q4	$8K	Hold	21	–	–	﹤0.01%	318
2020 Q3	$6K	Hold	21	–	–	﹤0.01%	317
2020 Q2	$5K	Hold	21	–	–	﹤0.01%	318
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	320
2019 Q4	$3K	Buy	21 +3	+17%	+$459	﹤0.01%	343
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	345
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	350
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	358
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	348
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	355
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	370
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	362
2017 Q4	$2K	Buy	+18	New	+$1.51K	﹤0.01%	382

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Pittenger & Anderson Inc's HUBS Position: Q3 2023 in Review

Pittenger & Anderson Inc sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 30 shares — an estimated $16K sold.

Pittenger & Anderson Inc first reported a position in HUBS in Q4 2017 and held it in 23 quarters. The position peaked at $17K in Q3 2021. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Pittenger & Anderson Inc reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
Pittenger & Anderson Inc sold 30 HubSpot shares in Q3 2023, an estimated $16K.
Pittenger & Anderson Inc first reported a position in HubSpot in Q4 2017 and held it in 23 quarters.
Pittenger & Anderson Inc's HubSpot position peaked at $17K in Q3 2021.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2023, filed 2 Nov 2023.