Y-Intercept (HK)’s HUB Group HUBG Stock Holding History

Y-Intercept (HK)’s Portfolio HUBG Stock Details HUBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19,743	Closed	-$712K	–	1912
2026 Q1	$712K	Buy	+19,743	New	+$834K	0.01%	1157
2025 Q4	–	Sell	-73,078	Closed	-$2.52M	–	1737
2025 Q3	$2.52M	Buy	73,078 +8,163	+13%	+$291K	0.06%	485
2025 Q2	$2.17M	Buy	64,915 +37,477	+137%	+$1.26M	0.05%	565
2025 Q1	$1.02M	Sell	27,438 -523	-2%	-$21.8K	0.07%	399
2024 Q4	$1.25M	Buy	27,961 +21,675	+345%	+$1.01M	0.08%	346
2024 Q3	$286K	Buy	+6,286	New	+$279K	0.02%	1037
2024 Q2	–	Sell	-19,478	Closed	-$842K	–	1608
2024 Q1	$842K	Buy	+19,478	New	+$852K	0.06%	459
2023 Q4	–	Sell	-19,560	Closed	-$768K	–	1404
2023 Q3	$768K	Buy	+19,560	New	+$802K	0.08%	398
2023 Q2	–	Sell	-34,200	Closed	-$1.44M	–	1467
2023 Q1	$1.44M	Buy	34,200 +18,530	+118%	+$808K	0.17%	162
2022 Q4	$623K	Buy	15,670 +1,588	+11%	+$62K	0.09%	348
2022 Q3	$486K	Buy	+14,082	New	+$538K	0.05%	550

Other funds holding HUBG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM