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Symmetry Partners’s HubSpot HUBS Stock Holding History

Symmetry Partners’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
2024
Q2 		– Sell
-608
Closed -$381K – 530
2024
Q1 		$381K Sell
608
-45
-7% -$27K 0.03% 360
2023
Q4 		$385K Buy
+653
New +$314K 0.02% 340
2022
Q2 		– Sell
-898
Closed -$426K – 561
2022
Q1 		$426K Sell
898
-27
-3% -$13.1K 0.03% 406
2021
Q4 		$610K Sell
925
-161
-15% -$122K 0.04% 330
2021
Q3 		$705K Hold
1,086
– – 0.05% 310
2021
Q2 		$633K Sell
1,086
-60
-5% -$31.3K 0.04% 343
2021
Q1 		$521K Buy
1,146
+19
+2% +$8.35K 0.04% 381
2020
Q4 		$447K Buy
+1,127
New +$396K 0.03% 401

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Symmetry Partners's HUBS Position: Q2 2024 in Review

Symmetry Partners sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 608 shares — an estimated $381K sold.

Symmetry Partners first reported a position in HUBS in Q4 2020 and held it in 8 quarters. The position peaked at $705K in Q3 2021. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Symmetry Partners reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Symmetry Partners sold 608 HubSpot shares in Q2 2024, an estimated $381K.
  • Symmetry Partners first reported a position in HubSpot in Q4 2020 and held it in 8 quarters.
  • Symmetry Partners's HubSpot position peaked at $705K in Q3 2021.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.