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Sowell Financial Services’s HUB Group HUBG Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-900
Closed -$31K – 1500
2021
Q1 		$31K Hold
900
– – ﹤0.01% 1856
2020
Q4 		$26K Hold
900
– – ﹤0.01% 1630
2020
Q3 		$23K Buy
900
+700
+350% +$18.1K ﹤0.01% 1499
2020
Q2 		$5K Buy
+200
New +$4.62K ﹤0.01% 1895

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Sowell Financial Services's HUBG Position: Q2 2021 in Review

Sowell Financial Services sold out of HUB Group (HUBG) in Q2 2021, closing a stake of 900 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in HUBG in Q2 2020 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 223 funds tracked by Wall St. Rank hold HUBG as of Q2 2021.

  • Sowell Financial Services reported no remaining HUB Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 900 HUB Group shares in Q2 2021, an estimated $31K.
  • Sowell Financial Services first reported a position in HUB Group in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's HUB Group position peaked at $31K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held HUB Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.