Number of Shares
666.00
Current Holdings Value*
$482,180.00
% of Portfolio
1.54%
Total Estimate Gain
$-323,203.39
% of Total Estimate Gain
-7.65%

EVOLUTIONARY TREE INNOVATORS FUND's HubSpot Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 666.00 shares of HubSpot Inc(HUBS), totaling $482,180.00. This investment constitutes 1.54% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding HubSpot Inc(HUBS) stock.

The initial trade took place in 2021Q4. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 3 purchases of HUBS, at an average price of $566.54, for a total of 7,456.00 shares. In addition, there have been 10 sales at an average price of $520.04 for 6,790.00 shares. Based on historical transaction data and HUBS's current price of $555.32, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his HUBS holdings is $-323,203.39, reflecting a -7.65% gain to date.

EVOLUTIONARY TREE INNOVATORS FUND HUBS ($555.32) Holding Chart

EVOLUTIONARY TREE INNOVATORS FUND HUBS ($555.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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