Simplicity Solutions’s HubSpot HUBS Stock Holding History

Simplicity Solutions’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 Q4	$420K	Buy	724 +35	+5%	+$16.8K	0.01%	728
2023 Q3	$339K	Sell	689 -117	-15%	-$61.1K	0.01%	724
2023 Q2	$429K	Buy	806 +45	+6%	+$21.1K	0.01%	708
2023 Q1	$326K	Buy	+761	New	+$278K	0.01%	820
2022 Q2	–	Sell	-474	Closed	-$225K	–	659
2022 Q1	$225K	Sell	474 -328	-41%	-$159K	0.03%	573
2021 Q4	$528K	Buy	802 +451	+128%	+$341K	0.06%	376
2021 Q3	$237K	Buy	+351	New	+$226K	0.04%	513
2020 Q3	–	Sell	-3,275	Closed	-$735K	–	893
2020 Q2	$735K	Buy	+3,275	New	+$589K	0.01%	545

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

Simplicity Solutions's HUBS Position: Q4 2023 in Review

Simplicity Solutions increased its HubSpot (HUBS) stake by 5.1% in Q4 2023, buying an estimated $16.8K and bringing the position to 724 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #728.

Simplicity Solutions first reported a position in HUBS in Q2 2020 and has held it in 8 quarters since. The position peaked at $735K in Q2 2020. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Simplicity Solutions held 724 shares of HubSpot worth $420K as of Q4 2023.
Simplicity Solutions bought 35 HubSpot shares in Q4 2023, an estimated $16.8K.
HubSpot made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #728 holding.
Simplicity Solutions first reported a position in HubSpot in Q2 2020 and has held it in 8 quarters since.
Simplicity Solutions's HubSpot position peaked at $735K in Q2 2020.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.