Sageworth Trust’s HubSpot HUBS Stock Holding History

Sageworth Trust’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
2021 Q2	–	Sell	-126	Closed	-$57K	–	902
2021 Q1	$57K	Hold	126	–	–	﹤0.01%	167
2020 Q4	$50K	Hold	126	–	–	﹤0.01%	117
2020 Q3	$37K	Hold	126	–	–	﹤0.01%	91
2020 Q2	$28K	Hold	126	–	–	﹤0.01%	98
2020 Q1	$17K	Hold	126	–	–	﹤0.01%	109
2019 Q4	$20K	Hold	126	–	–	﹤0.01%	130
2019 Q3	$19K	Hold	126	–	–	﹤0.01%	130
2019 Q2	$21K	Sell	126 -103	-45%	-$18K	﹤0.01%	126
2019 Q1	$38K	Buy	+229	New	+$36.3K	﹤0.01%	96

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Sageworth Trust's HUBS Position: Q2 2021 in Review

Sageworth Trust sold out of HubSpot (HUBS) in Q2 2021, closing a stake of 126 shares — an estimated $57K sold.

Sageworth Trust first reported a position in HUBS in Q1 2019 and held it in 9 quarters. The position peaked at $57K in Q1 2021. 545 funds tracked by Wall St. Rank hold HUBS as of Q2 2021.

Sageworth Trust reported no remaining HubSpot position as of Q2 2021 after selling out during the quarter.
Sageworth Trust sold 126 HubSpot shares in Q2 2021, an estimated $57K.
Sageworth Trust first reported a position in HubSpot in Q1 2019 and held it in 9 quarters.
Sageworth Trust's HubSpot position peaked at $57K in Q1 2021.
545 funds tracked by Wall St. Rank held HubSpot as of Q2 2021.

Based on Sageworth Trust's 13F filing for Q2 2021, filed 13 Aug 2021.