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Retirement Group’s HubSpot HUBS Stock Holding History

Retirement 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
2024
Q1 		$627 Hold
1
– – ﹤0.01% 751
2023
Q4 		$581 Hold
1
– – ﹤0.01% 738
2023
Q3 		$493 Hold
1
– – ﹤0.01% 681
2023
Q2 		$532 Hold
1
– – ﹤0.01% 712
2023
Q1 		$0 Hold
1
– – ﹤0.01% 715
2022
Q4 		$0 Hold
1
– – ﹤0.01% 675
2022
Q3 		$0 Hold
1
– – ﹤0.01% 624
2022
Q2 		$0 Hold
1
– – ﹤0.01% 774
2022
Q1 		$0 Buy
+1
New +$484 ﹤0.01% 778

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Retirement Group's HUBS Position: Q1 2024 in Review

Retirement Group held its HubSpot (HUBS) position steady in Q1 2024 at 1 share worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Retirement Group first reported a position in HUBS in Q1 2022 and has held it in 9 quarters since. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Retirement Group held 1 share of HubSpot worth $627 as of Q1 2024.
  • Retirement Group left its HubSpot share count unchanged in Q1 2024.
  • HubSpot made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #751 holding.
  • Retirement Group first reported a position in HubSpot in Q1 2022 and has held it in 9 quarters since.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.