Surevest’s HubSpot HUBS Stock Holding History

Surevest’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 Q3	$1K	Hold	5	–	–	﹤0.01%	458
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	419
2022 Q1	$2K	Sell	5 -11	-69%	-$5.33K	﹤0.01%	402
2021 Q4	$11K	Buy	+16	New	+$12.1K	﹤0.01%	278

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Surevest's HUBS Position: Q3 2022 in Review

Surevest held its HubSpot (HUBS) position steady in Q3 2022 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Surevest first reported a position in HUBS in Q4 2021 and has held it in 4 quarters since. The position peaked at $11K in Q4 2021. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

Surevest held 5 shares of HubSpot worth $1K as of Q3 2022.
Surevest left its HubSpot share count unchanged in Q3 2022.
HubSpot made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #458 holding.
Surevest first reported a position in HubSpot in Q4 2021 and has held it in 4 quarters since.
Surevest's HubSpot position peaked at $11K in Q4 2021.
567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.