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Summit Securities Group’s HubSpot HUBS Stock Holding History

Summit Securities 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
Q1 		– Sell
-1
Closed – – 1037
2022
Q4 		$0 Buy
+1
New +$283 ﹤0.01% 1241
2021
Q2 		– Sell
-1,000
Closed -$454K – 761
2021
Q1 		$454K Buy
+1,000
New +$439K 0.05% 342
2016
Q1 		– Sell
-5,700
Closed -$321K – 231
2015
Q4 		$321K Buy
+5,700
New +$301K 0.1% 138

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's HUBS Position: Q1 2023 in Review

Summit Securities Group sold out of HubSpot (HUBS) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in HUBS in Q4 2015 and held it in 3 quarters. The position peaked at $454K in Q1 2021. 636 funds tracked by Wall St. Rank hold HUBS as of Q1 2023.

  • Summit Securities Group reported no remaining HubSpot position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 HubSpot share in Q1 2023.
  • Summit Securities Group first reported a position in HubSpot in Q4 2015 and held it in 3 quarters.
  • Summit Securities Group's HubSpot position peaked at $454K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held HubSpot as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.