YHB Investment Advisors’s HubSpot HUBS Stock Holding History

YHB Investment Advisors’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
2021 Q4	–	Sell	-358	Closed	-$242K	–	313
2021 Q3	$242K	Hold	358	–	–	0.02%	280
2021 Q2	$209K	Buy	+358	New	+$187K	0.02%	291

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

YHB Investment Advisors's HUBS Position: Q4 2021 in Review

YHB Investment Advisors sold out of HubSpot (HUBS) in Q4 2021, closing a stake of 358 shares — an estimated $242K sold.

YHB Investment Advisors first reported a position in HUBS in Q2 2021 and held it in 2 quarters. The position peaked at $242K in Q3 2021. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

YHB Investment Advisors reported no remaining HubSpot position as of Q4 2021 after selling out during the quarter.
YHB Investment Advisors sold 358 HubSpot shares in Q4 2021, an estimated $242K.
YHB Investment Advisors first reported a position in HubSpot in Q2 2021 and held it in 2 quarters.
YHB Investment Advisors's HubSpot position peaked at $242K in Q3 2021.
661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on YHB Investment Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.