Schubert & Co’s HubSpot HUBS Stock Holding History

Schubert & Co’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 Q2	–	Sell	-1	Closed	-$429	–	714
2023 Q1	$429	Buy	+1	New	+$365	﹤0.01%	1450

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

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

ACA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schubert & Co's HUBS Position: Q2 2023 in Review

Schubert & Co sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 1 share — an estimated $429 sold.

Schubert & Co first reported a position in HUBS in Q1 2023 and held it in 1 quarter. The position peaked at $429 in Q1 2023. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

Schubert & Co reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 1 HubSpot share in Q2 2023, an estimated $429.
Schubert & Co first reported a position in HubSpot in Q1 2023 and held it in 1 quarter.
Schubert & Co's HubSpot position peaked at $429 in Q1 2023.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.