Winslow Evans & Crocker’s HubSpot HUBS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$18K	Hold	45	–	–	﹤0.01%	815
2020 Q3	$13K	Hold	45	–	–	﹤0.01%	703
2020 Q2	$10K	Sell	45 -1	-2%	-$180	﹤0.01%	738
2020 Q1	$6K	Hold	46	–	–	﹤0.01%	814
2019 Q4	$8K	Hold	46	–	–	﹤0.01%	870
2019 Q3	$8K	Hold	46	–	–	﹤0.01%	863
2019 Q2	$8K	Sell	46 -12	-21%	-$2.1K	﹤0.01%	877
2019 Q1	$10K	Buy	58 +42	+263%	+$6.65K	﹤0.01%	816
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	1022
2018 Q3	$4K	Sell	16 -10	-38%	-$1.38K	﹤0.01%	957
2018 Q2	$4K	Hold	26	–	–	﹤0.01%	963
2018 Q1	$2.71K	Hold	26	–	–	﹤0.01%	984
2017 Q4	$2.21K	Hold	26	–	–	﹤0.01%	1025
2017 Q3	$2.1K	Buy	26 +1	+4%	+$72	﹤0.01%	1023
2017 Q2	$1.64K	Sell	25 -25	-50%	-$1.69K	﹤0.01%	1192
2017 Q1	$3.03K	Hold	50	–	–	﹤0.01%	1103
2016 Q4	$2.35K	Hold	50	–	–	﹤0.01%	1135
2016 Q3	$2.88K	Hold	50	–	–	﹤0.01%	1145
2016 Q2	$2.17K	Hold	50	–	–	﹤0.01%	1158
2016 Q1	$2.18K	Hold	50	–	–	﹤0.01%	1159
2015 Q4	$2.82K	Hold	50	–	–	﹤0.01%	1179
2015 Q3	$2.32K	Hold	50	–	–	﹤0.01%	1156
2015 Q2	$2.48K	Hold	50	–	–	﹤0.01%	1184
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	1174
2014 Q4	$1.68K	Buy	+50	New	+$1.69K	﹤0.01%	1213

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

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

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

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

Winslow Evans & Crocker's HUBS Position: Q4 2020 in Review

Winslow Evans & Crocker held its HubSpot (HUBS) position steady in Q4 2020 at 45 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Winslow Evans & Crocker first reported a position in HUBS in Q4 2014 and has held it in 25 quarters since. 478 funds tracked by Wall St. Rank hold HUBS as of Q4 2020.

Winslow Evans & Crocker held 45 shares of HubSpot worth $18K as of Q4 2020.
Winslow Evans & Crocker left its HubSpot share count unchanged in Q4 2020.
HubSpot made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #815 holding.
Winslow Evans & Crocker first reported a position in HubSpot in Q4 2014 and has held it in 25 quarters since.
478 funds tracked by Wall St. Rank held HubSpot as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.