Sugarloaf Wealth Management’s HubSpot HUBS Stock Holding History

Sugarloaf Wealth Management’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	-4	Closed	-$2K	–	821
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	712
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	740
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	643
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	638
2021 Q3	$3K	Hold	4	–	–	﹤0.01%	656
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	677
2021 Q1	$2	Hold	4	–	–	﹤0.01%	675
2020 Q4	$2K	Buy	+4	New	+$1.4K	﹤0.01%	639

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

Sugarloaf Wealth Management's HUBS Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of HubSpot (HUBS) in Q4 2022, closing a stake of 4 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in HUBS in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

Sugarloaf Wealth Management reported no remaining HubSpot position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 4 HubSpot shares in Q4 2022, an estimated $2K.
Sugarloaf Wealth Management first reported a position in HubSpot in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's HubSpot position peaked at $3K in Q4 2021.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.