SJS Investment Consulting’s HUB Group HUBG Stock Holding History

SJS Investment Consulting’s Portfolio HUBG Stock Details HUBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$505	Buy	14 +6	+75%	+$254	﹤0.01%	1734
2025 Q4	$341	Hold	8	–	–	﹤0.01%	1649
2025 Q3	$276	Buy	8 +4	+100%	+$143	﹤0.01%	1395
2025 Q2	$134	Sell	4 -8	-67%	-$268	﹤0.01%	1445
2025 Q1	$447	Sell	12 -2	-14%	-$83	﹤0.01%	1286
2024 Q4	$624	Sell	14 -3	-18%	-$140	﹤0.01%	1168
2024 Q3	$773	Sell	17 -1	-6%	-$44	﹤0.01%	1160
2024 Q2	$775	Hold	18	–	–	﹤0.01%	1127
2024 Q1	$778	Buy	18 +2	+13%	+$88	﹤0.01%	1127
2023 Q4	$736	Sell	16 -2	-11%	-$79	﹤0.01%	1079
2023 Q3	$707	Sell	18 -4	-18%	-$164	﹤0.01%	1076
2023 Q2	$885	Sell	22 -6	-21%	-$232	﹤0.01%	948
2023 Q1	$1.18K	Buy	28 +2	+8%	+$87	﹤0.01%	828
2022 Q4	$1.03K	Buy	26 +4	+18%	+$156	﹤0.01%	921
2022 Q3	$0	Buy	+22	New	+$840	﹤0.01%	1257
2022 Q1	$0	Buy	+4	New	+$160	﹤0.01%	991

Other funds holding HUBG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return