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Sentry Investments’s HubSpot HUBS Stock Holding History

Sentry Investments’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
2018
Q1 		$432K Sell
3,985
-1,828
-31% -$191K 0.01% 183
2017
Q4 		$514K Buy
+5,813
New +$488K 0.01% 190

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Sentry Investments's HUBS Position: Q1 2018 in Review

Sentry Investments reduced its HubSpot (HUBS) stake by 31% in Q1 2018, selling an estimated $191K and leaving 3,985 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #183.

Sentry Investments first reported a position in HUBS in Q4 2017 and has held it in 2 quarters since. The position peaked at $514K in Q4 2017. 219 funds tracked by Wall St. Rank hold HUBS as of Q1 2018.

  • Sentry Investments held 3,985 shares of HubSpot worth $432K as of Q1 2018.
  • Sentry Investments sold 1,828 HubSpot shares in Q1 2018, an estimated $191K.
  • HubSpot made up 0.01% of Sentry Investments's portfolio in Q1 2018, its #183 holding.
  • Sentry Investments first reported a position in HubSpot in Q4 2017 and has held it in 2 quarters since.
  • Sentry Investments's HubSpot position peaked at $514K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held HubSpot as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.