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Barlow Wealth Partners’s Hubbell HUBB Stock Holding History

Barlow Wealth Partners’s Portfolio HUBB Stock Details HUBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,239
Closed -$543K – 146
2024
Q3 		$543K Hold
1,239
– – 0.07% 85
2024
Q2 		$442K Hold
1,239
– – 0.06% 90
2024
Q1 		$498K Hold
1,239
– – 0.07% 86
2023
Q4 		$408K Buy
+1,239
New +$373K 0.06% 95

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barlow Wealth Partners's HUBB Position: Q4 2024 in Review

Barlow Wealth Partners sold out of Hubbell (HUBB) in Q4 2024, closing a stake of 1,239 shares — an estimated $543K sold.

Barlow Wealth Partners first reported a position in HUBB in Q4 2023 and held it in 4 quarters. The position peaked at $543K in Q3 2024. 849 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • Barlow Wealth Partners reported no remaining Hubbell position as of Q4 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 1,239 Hubbell shares in Q4 2024, an estimated $543K.
  • Barlow Wealth Partners first reported a position in Hubbell in Q4 2023 and held it in 4 quarters.
  • Barlow Wealth Partners's Hubbell position peaked at $543K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Barlow Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.