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Steward Financial Group’s HubSpot HUBS Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+8
New +$4.18K ﹤0.01% 840
2022
Q3 		– Sell
-6
Closed -$1K – 645
2022
Q2 		$1K Buy
+6
New +$2.19K ﹤0.01% 761

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

Steward Financial Group opened a new position in HubSpot (HUBS) in Q3 2023: 8 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HUBS as recently as Q2 2022.

Steward Financial Group first reported a position in HUBS in Q2 2022 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Steward Financial Group held 8 shares of HubSpot worth $3K as of Q3 2023.
  • HubSpot was a new Steward Financial Group position in Q3 2023.
  • HubSpot made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #840 holding.
  • Steward Financial Group first reported a position in HubSpot in Q2 2022 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

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