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Summit Global Investments’s HUB Group HUBG Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-26,377
Closed -$1.2M – 582
2024
Q3 		$1.2M Sell
26,377
-997
-4% -$44.2K 0.08% 215
2024
Q2 		$1.18M Buy
27,374
+2,026
+8% +$85.6K 0.08% 210
2024
Q1 		$1.1M Sell
25,348
-3,874
-13% -$170K 0.08% 190
2023
Q4 		$1.34M Sell
29,222
-7,812
-21% -$307K 0.09% 187
2023
Q3 		$1.45M Buy
+37,034
New +$1.52M 0.1% 158
2023
Q2 		– Sell
-21,118
Closed -$886K – 578
2023
Q1 		$886K Hold
21,118
– – 0.07% 266
2022
Q4 		$839K Hold
21,118
– – 0.07% 222
2022
Q3 		$728K Hold
21,118
– – 0.07% 245
2022
Q2 		$749K Buy
+21,118
New +$740K 0.07% 259
2021
Q3 		– Sell
-11,200
Closed -$369K – 510
2021
Q2 		$369K Buy
11,200
+5,000
+81% +$170K 0.02% 414
2021
Q1 		$209K Sell
6,200
-1,800
-23% -$54K 0.01% 518
2020
Q4 		$228K Buy
+8,000
New +$217K 0.02% 245

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Global Investments's HUBG Position: Q4 2024 in Review

Summit Global Investments sold out of HUB Group (HUBG) in Q4 2024, closing a stake of 26,377 shares — an estimated $1.2M sold.

Summit Global Investments first reported a position in HUBG in Q4 2020 and held it in 12 quarters. The position peaked at $1.45M in Q3 2023. 272 funds tracked by Wall St. Rank hold HUBG as of Q4 2024.

  • Summit Global Investments reported no remaining HUB Group position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 26,377 HUB Group shares in Q4 2024, an estimated $1.2M.
  • Summit Global Investments first reported a position in HUB Group in Q4 2020 and held it in 12 quarters.
  • Summit Global Investments's HUB Group position peaked at $1.45M in Q3 2023.
  • 272 funds tracked by Wall St. Rank held HUB Group as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.