TrustCore Financial Services’s HubSpot HUBS Stock Holding History

TrustCore Financial Services’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 Q4	$14.2K	Sell	49 -49	-50%	-$13.9K	﹤0.01%	658
2022 Q3	$26K	Buy	98 +39	+66%	+$12.4K	﹤0.01%	569
2022 Q2	$18K	Sell	59 -2,391	-98%	-$873K	﹤0.01%	658
2022 Q1	$1.16M	Buy	2,450 +1,460	+147%	+$707K	0.1%	101
2021 Q4	$653K	Sell	990 -478	-33%	-$362K	0.07%	130
2021 Q3	$993K	Buy	1,468 +41	+3%	+$26.4K	0.1%	100
2021 Q2	$832K	Buy	1,427 +1,378	+2,812%	+$719K	0.09%	120
2021 Q1	$22K	Buy	49 +21	+75%	+$9.23K	﹤0.01%	572
2020 Q4	$11K	Hold	28	–	–	﹤0.01%	656
2020 Q3	$8K	Hold	28	–	–	﹤0.01%	635
2020 Q2	$6K	Hold	28	–	–	﹤0.01%	686
2020 Q1	$4K	Hold	28	–	–	﹤0.01%	712
2019 Q4	$4K	Hold	28	–	–	﹤0.01%	755
2019 Q3	$4K	Hold	28	–	–	﹤0.01%	781
2019 Q2	$5K	Hold	28	–	–	﹤0.01%	732
2019 Q1	$5K	Buy	+28	New	+$4.43K	﹤0.01%	669
2018 Q4	–	Sell	-28	Closed	-$4K	–	570
2018 Q3	$4K	Hold	28	–	–	﹤0.01%	699
2018 Q2	$4K	Buy	+28	New	+$3.32K	﹤0.01%	708

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

ACA

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

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

DCP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrustCore Financial Services's HUBS Position: Q4 2022 in Review

TrustCore Financial Services reduced its HubSpot (HUBS) stake by 50% in Q4 2022, selling an estimated $13.9K and leaving 49 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

TrustCore Financial Services first reported a position in HUBS in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.16M in Q1 2022. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

TrustCore Financial Services held 49 shares of HubSpot worth $14.2K as of Q4 2022.
TrustCore Financial Services sold 49 HubSpot shares in Q4 2022, an estimated $13.9K.
HubSpot made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #658 holding.
TrustCore Financial Services first reported a position in HubSpot in Q2 2018 and has held it in 18 quarters since.
TrustCore Financial Services's HubSpot position peaked at $1.16M in Q1 2022.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.