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Shine Investment Advisory Services’s HubSpot HUBS Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$59K Buy
201
+18
+10% +$4.72K 0.02% 263
2020
Q2 		$41K Hold
183
– – 0.02% 332
2020
Q1 		$24K Buy
183
+12
+7% +$1.99K 0.01% 395
2019
Q4 		$27K Buy
171
+81
+90% +$12.4K 0.01% 441
2019
Q3 		$14K Buy
+90
New +$16.2K 0.01% 502

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shine Investment Advisory Services's HUBS Position: Q3 2020 in Review

Shine Investment Advisory Services increased its HubSpot (HUBS) stake by 9.8% in Q3 2020, buying an estimated $4.72K and bringing the position to 201 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #263.

Shine Investment Advisory Services first reported a position in HUBS in Q3 2019 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold HUBS as of Q3 2020.

  • Shine Investment Advisory Services held 201 shares of HubSpot worth $59K as of Q3 2020.
  • Shine Investment Advisory Services bought 18 HubSpot shares in Q3 2020, an estimated $4.72K.
  • HubSpot made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #263 holding.
  • Shine Investment Advisory Services first reported a position in HubSpot in Q3 2019 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held HubSpot as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.