SFG
HUBG icon

Steward Financial Group’s HUB Group HUBG Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+68
New +$2.79K ﹤0.01% 989
2022
Q3 		– Sell
-36
Closed -$1K – 644
2022
Q2 		$1K Buy
+36
New +$1.26K ﹤0.01% 760

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Steward Financial Group's HUBG Position: Q3 2023 in Review

Steward Financial Group opened a new position in HUB Group (HUBG) in Q3 2023: 68 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HUBG as recently as Q2 2022.

Steward Financial Group first reported a position in HUBG in Q2 2022 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold HUBG as of Q3 2023.

  • Steward Financial Group held 68 shares of HUB Group worth $2K as of Q3 2023.
  • HUB Group was a new Steward Financial Group position in Q3 2023.
  • HUB Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #989 holding.
  • Steward Financial Group first reported a position in HUB Group in Q2 2022 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held HUB Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.