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Veritable’s HubSpot HUBS Stock Holding History

Veritable’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
-1,187
Closed -$632K – 360
2023
Q2 		$632K Buy
1,187
+6
+0.5% +$2.81K 0.01% 481
2023
Q1 		$506K Buy
1,181
+190
+19% +$69.3K 0.01% 529
2022
Q4 		$287K Sell
991
-66
-6% -$18.7K ﹤0.01% 677
2022
Q3 		$286K Buy
1,057
+69
+7% +$21.9K 0.01% 646
2022
Q2 		$297K Buy
988
+97
+11% +$35.4K 0.01% 685
2022
Q1 		$423K Sell
891
-100
-10% -$48.4K 0.01% 610
2021
Q4 		$653K Buy
991
+113
+13% +$85.5K 0.01% 489
2021
Q3 		$594K Buy
878
+6
+0.7% +$3.87K 0.01% 503
2021
Q2 		$508K Hold
872
– – 0.01% 538
2021
Q1 		$396K Buy
872
+4
+0.5% +$1.76K 0.01% 567
2020
Q4 		$344K Buy
+868
New +$305K 0.01% 588

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Veritable's HUBS Position: Q3 2023 in Review

Veritable sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 1,187 shares — an estimated $632K sold.

Veritable first reported a position in HUBS in Q4 2020 and held it in 11 quarters. The position peaked at $653K in Q4 2021. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Veritable reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 1,187 HubSpot shares in Q3 2023, an estimated $632K.
  • Veritable first reported a position in HubSpot in Q4 2020 and held it in 11 quarters.
  • Veritable's HubSpot position peaked at $653K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.