Standard Family Office’s HubSpot HUBS Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-5	Closed	-$1K	–	201
2022 Q3	$1K	Buy	+5	New	+$1.59K	﹤0.01%	452
2022 Q2	–	Sell	-295	Closed	-$140K	–	232
2022 Q1	$140K	Buy	+295	New	+$143K	0.04%	22
2021 Q3	–	Sell	-2	Closed	-$1K	–	282
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	503
2021 Q1	$1K	Sell	2 -1	-33%	-$439	﹤0.01%	537
2020 Q4	$1K	Buy	+3	New	+$1.05K	﹤0.01%	542

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Standard Family Office's HUBS Position: Q4 2022 in Review

Standard Family Office sold out of HubSpot (HUBS) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

Standard Family Office first reported a position in HUBS in Q4 2020 and held it in 5 quarters. The position peaked at $140K in Q1 2022. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

Standard Family Office reported no remaining HubSpot position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 5 HubSpot shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in HubSpot in Q4 2020 and held it in 5 quarters.
Standard Family Office's HubSpot position peaked at $140K in Q1 2022.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.