Beverly Hills Private Wealth’s Hubbell HUBB Stock Holding History

Beverly Hills Private Wealth’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 Q1	–	Sell	-962	Closed	-$226K	–	286
2022 Q4	$226K	Buy	+962	New	+$231K	0.1%	205

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Beverly Hills Private Wealth's HUBB Position: Q1 2023 in Review

Beverly Hills Private Wealth sold out of Hubbell (HUBB) in Q1 2023, closing a stake of 962 shares — an estimated $226K sold.

Beverly Hills Private Wealth first reported a position in HUBB in Q4 2022 and held it in 1 quarter. The position peaked at $226K in Q4 2022. 581 funds tracked by Wall St. Rank hold HUBB as of Q1 2023.

Beverly Hills Private Wealth reported no remaining Hubbell position as of Q1 2023 after selling out during the quarter.
Beverly Hills Private Wealth sold 962 Hubbell shares in Q1 2023, an estimated $226K.
Beverly Hills Private Wealth first reported a position in Hubbell in Q4 2022 and held it in 1 quarter.
Beverly Hills Private Wealth's Hubbell position peaked at $226K in Q4 2022.
581 funds tracked by Wall St. Rank held Hubbell as of Q1 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.