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Richard Bernstein Advisors’s HUB Group HUBG Stock Holding History

Richard Bernstein Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-176,800
Closed -$6.08M – 284
2021
Q3 		$6.08M Buy
176,800
+8,994
+5% +$302K 0.12% 75
2021
Q2 		$5.54M Hold
167,806
– – 0.11% 78
2021
Q1 		$5.64M Buy
167,806
+9,448
+6% +$284K 0.13% 68
2020
Q4 		$4.51M Buy
+158,358
New +$4.29M 0.11% 97

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's HUBG Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of HUB Group (HUBG) in Q4 2021, closing a stake of 176,800 shares — an estimated $6.08M sold.

Richard Bernstein Advisors first reported a position in HUBG in Q4 2020 and held it in 4 quarters. The position peaked at $6.08M in Q3 2021. 227 funds tracked by Wall St. Rank hold HUBG as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining HUB Group position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 176,800 HUB Group shares in Q4 2021, an estimated $6.08M.
  • Richard Bernstein Advisors first reported a position in HUB Group in Q4 2020 and held it in 4 quarters.
  • Richard Bernstein Advisors's HUB Group position peaked at $6.08M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held HUB Group as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.