Baystate Wealth Management’s Hubbell HUBB Stock Holding History

Baystate Wealth Management’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
2023 Q4	$486	Hold	1	–	–	﹤0.01%	1206
2023 Q3	$461	Hold	1	–	–	﹤0.01%	944
2023 Q2	$486	Hold	1	–	–	﹤0.01%	977
2023 Q1	$355	Hold	1	–	–	﹤0.01%	986
2022 Q4	$0	Sell	1 -21	-95%	-$5.04K	﹤0.01%	956
2022 Q3	$5K	Hold	22	–	–	﹤0.01%	641
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	684
2022 Q1	$4K	Buy	22 +1	+5%	+$188	﹤0.01%	676
2021 Q4	$5K	Hold	21	–	–	﹤0.01%	648
2021 Q3	$4K	Hold	21	–	–	﹤0.01%	611
2021 Q2	$4K	Hold	21	–	–	﹤0.01%	579
2021 Q1	$4K	Hold	21	–	–	﹤0.01%	527
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	530
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	494
2020 Q2	$3K	Hold	21	–	–	﹤0.01%	501
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	499
2019 Q4	$3K	Hold	21	–	–	﹤0.01%	485
2019 Q3	$3K	Buy	21 +1	+5%	+$129	﹤0.01%	456
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	466
2019 Q1	$3K	Hold	20	–	–	﹤0.01%	470
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	511
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	528
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	545
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	509
2017 Q4	$3K	Hold	20	–	–	﹤0.01%	470
2017 Q3	$2K	Hold	20	–	–	﹤0.01%	489
2017 Q2	$2K	Sell	20 -1,067	-98%	-$124K	﹤0.01%	496
2017 Q1	$128K	Buy	1,087 +409	+60%	+$49.1K	0.02%	104
2016 Q4	$80K	Buy	+678	New	+$74.5K	0.02%	119

Other funds holding HUBB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baystate Wealth Management's HUBB Position: Q4 2023 in Review

Baystate Wealth Management held its Hubbell (HUBB) position steady in Q4 2023 at 1 share worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Baystate Wealth Management first reported a position in HUBB in Q4 2016 and has held it in 29 quarters since. The position peaked at $128K in Q1 2017. 728 funds tracked by Wall St. Rank hold HUBB as of Q4 2023.

Baystate Wealth Management held 1 share of Hubbell worth $486 as of Q4 2023.
Baystate Wealth Management left its Hubbell share count unchanged in Q4 2023.
Hubbell made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1206 holding.
Baystate Wealth Management first reported a position in Hubbell in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's Hubbell position peaked at $128K in Q1 2017.
728 funds tracked by Wall St. Rank held Hubbell as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.