Sit Investment Associates’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.66M | Buy |
15,550
+1,000
| +7% | +$557K | 0.18% | 138 |
|
2025
Q1 | $8.31M | Buy |
14,550
+100
| +0.7% | +$57.1K | 0.19% | 135 |
|
2024
Q4 | $10.1M | Hold |
14,450
| – | – | 0.23% | 119 |
|
2024
Q3 | $7.68M | Buy |
14,450
+3,830
| +36% | +$2.04M | 0.17% | 159 |
|
2024
Q2 | $6.26M | Hold |
10,620
| – | – | 0.14% | 178 |
|
2024
Q1 | $6.65M | Hold |
10,620
| – | – | 0.15% | 183 |
|
2023
Q4 | $6.17M | Hold |
10,620
| – | – | 0.15% | 183 |
|
2023
Q3 | $5.23M | Hold |
10,620
| – | – | 0.14% | 188 |
|
2023
Q2 | $5.65M | Sell |
10,620
-1,265
| -11% | -$673K | 0.15% | 181 |
|
2023
Q1 | $5.1M | Hold |
11,885
| – | – | 0.14% | 187 |
|
2022
Q4 | $3.44M | Hold |
11,885
| – | – | 0.1% | 229 |
|
2022
Q3 | $3.21M | Hold |
11,885
| – | – | 0.1% | 222 |
|
2022
Q2 | $3.57M | Hold |
11,885
| – | – | 0.11% | 207 |
|
2022
Q1 | $5.65M | Hold |
11,885
| – | – | 0.15% | 177 |
|
2021
Q4 | $7.83M | Sell |
11,885
-2,425
| -17% | -$1.6M | 0.18% | 159 |
|
2021
Q3 | $9.68M | Sell |
14,310
-2,770
| -16% | -$1.87M | 0.25% | 125 |
|
2021
Q2 | $9.95M | Sell |
17,080
-2,025
| -11% | -$1.18M | 0.25% | 125 |
|
2021
Q1 | $8.68M | Sell |
19,105
-1,070
| -5% | -$486K | 0.23% | 134 |
|
2020
Q4 | $8M | Hold |
20,175
| – | – | 0.22% | 137 |
|
2020
Q3 | $5.9M | Sell |
20,175
-2,750
| -12% | -$804K | 0.17% | 172 |
|
2020
Q2 | $5.14M | Hold |
22,925
| – | – | 0.16% | 171 |
|
2020
Q1 | $3.05M | Buy |
22,925
+1,650
| +8% | +$220K | 0.12% | 211 |
|
2019
Q4 | $3.37M | Hold |
21,275
| – | – | 0.1% | 231 |
|
2019
Q3 | $3.23M | Hold |
21,275
| – | – | 0.1% | 217 |
|
2019
Q2 | $3.63M | Hold |
21,275
| – | – | 0.11% | 211 |
|
2019
Q1 | $3.54M | Buy |
21,275
+4,025
| +23% | +$669K | 0.11% | 206 |
|
2018
Q4 | $2.17M | Buy |
17,250
+4,450
| +35% | +$560K | 0.07% | 254 |
|
2018
Q3 | $1.93M | Sell |
12,800
-1,650
| -11% | -$249K | 0.05% | 265 |
|
2018
Q2 | $1.81M | Buy |
14,450
+5,300
| +58% | +$665K | 0.05% | 296 |
|
2018
Q1 | $991K | Hold |
9,150
| – | – | 0.02% | 353 |
|
2017
Q4 | $809K | Hold |
9,150
| – | – | 0.02% | 389 |
|
2017
Q3 | $769K | Buy |
+9,150
| New | +$769K | 0.02% | 387 |
|