Tilia Fiduciary Partners’s HubSpot HUBS Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-2	Closed	-$1.06K	–	252
2023 Q2	$1.06K	Hold	2	–	–	﹤0.01%	499
2023 Q1	$858	Hold	2	–	–	﹤0.01%	488
2022 Q4	$578	Hold	2	–	–	﹤0.01%	489
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	496
2022 Q2	$1K	Buy	+2	New	+$730	﹤0.01%	510

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Tilia Fiduciary Partners's HUBS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 2 shares — an estimated $1.06K sold.

Tilia Fiduciary Partners first reported a position in HUBS in Q2 2022 and held it in 5 quarters. The position peaked at $1.06K in Q2 2023. 679 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Tilia Fiduciary Partners reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2 HubSpot shares in Q3 2023, an estimated $1.06K.
Tilia Fiduciary Partners first reported a position in HubSpot in Q2 2022 and held it in 5 quarters.
Tilia Fiduciary Partners's HubSpot position peaked at $1.06K in Q2 2023.
679 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.