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
2021 Q4	–	Sell	-10	Closed	-$676K	–	866
2021 Q3	$676K	Buy	+10	New	+$6.44K	0.05%	332
2021 Q2	–	Sell	-10	Closed	-$454K	–	762
2021 Q1	$454K	Buy	+10	New	+$4.39K	0.05%	343

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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.