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Sutton Wealth Advisors’s HUB Group HUBG Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,696
Closed -$67.4K – 1152
2022
Q4 		$67.4K Hold
1,696
– – 0.03% 314
2022
Q3 		$58.5K Hold
1,696
– – 0.02% 348
2022
Q2 		$60.2K Sell
1,696
-4
-0.2% -$140 0.02% 336
2022
Q1 		$65.6K Buy
1,700
+10
+0.6% +$400 0.02% 334
2021
Q4 		$71.2K Buy
1,690
+16
+1% +$637 0.02% 326
2021
Q3 		$57.5K Hold
1,674
– – 0.02% 364
2021
Q2 		$55.2K Hold
1,674
– – 0.02% 385
2021
Q1 		$56.3K Hold
1,674
– – 0.02% 363
2020
Q4 		$47.7K Hold
1,674
– – 0.02% 365
2020
Q3 		$42K Hold
1,674
– – 0.02% 335
2020
Q2 		$40.1K Hold
1,674
– – 0.02% 351
2020
Q1 		$38.1K Hold
1,674
– – 0.02% 328
2019
Q4 		$42.9K Hold
1,674
– – 0.02% 351
2019
Q3 		$38.9K Hold
1,674
– – 0.02% 372
2019
Q2 		$35.1K Hold
1,674
– – 0.02% 406
2019
Q1 		$34.2K Hold
1,674
– – 0.02% 396
2018
Q4 		$31K Hold
1,674
– – 0.02% 382
2018
Q3 		$38.2K Hold
1,674
– – 0.03% 352
2018
Q2 		$41.7K Hold
1,674
– – 0.03% 336
2018
Q1 		$35K Hold
1,674
– – 0.03% 373
2017
Q4 		$40.1K Hold
1,674
– – 0.03% 335
2017
Q3 		$35.9K Hold
1,674
– – 0.03% 355
2017
Q2 		$32.1K Hold
1,674
– – 0.03% 371
2017
Q1 		$38.8K Hold
1,674
– – 0.03% 307
2016
Q4 		$36.6K Hold
1,674
– – 0.03% 322
2016
Q3 		$34.1K Hold
1,674
– – 0.03% 322
2016
Q2 		$32.1K Hold
1,674
– – 0.03% 316
2016
Q1 		$34.1K Buy
+1,674
New +$29K 0.03% 309

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's HUBG Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of HUB Group (HUBG) in Q1 2023, closing a stake of 1,696 shares — an estimated $67.4K sold.

Sutton Wealth Advisors first reported a position in HUBG in Q1 2016 and held it in 28 quarters. The position peaked at $71.2K in Q4 2021. 264 funds tracked by Wall St. Rank hold HUBG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining HUB Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,696 HUB Group shares in Q1 2023, an estimated $67.4K.
  • Sutton Wealth Advisors first reported a position in HUB Group in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's HUB Group position peaked at $71.2K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held HUB Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.