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Buckingham Strategic Wealth’s Hubbell HUBB Stock Holding History

Buckingham Strategic 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
2024
Q2 		$731K Buy
1,999
+18
+0.9% +$7.06K 0.01% 389
2024
Q1 		$822K Buy
1,981
+1,238
+167% +$448K 0.01% 370
2023
Q4 		$244K Sell
743
-1
-0.1% -$301 ﹤0.01% 633
2023
Q3 		$233K Buy
744
+8
+1% +$2.55K ﹤0.01% 591
2023
Q2 		$244K Buy
+736
New +$204K ﹤0.01% 579

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's HUBB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Hubbell (HUBB) stake by 0.91% in Q2 2024, buying an estimated $7.06K and bringing the position to 1,999 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #389.

Buckingham Strategic Wealth first reported a position in HUBB in Q2 2023 and has held it in 5 quarters since. The position peaked at $822K in Q1 2024. 789 funds tracked by Wall St. Rank hold HUBB as of Q2 2024.

  • Buckingham Strategic Wealth held 1,999 shares of Hubbell worth $731K as of Q2 2024.
  • Buckingham Strategic Wealth bought 18 Hubbell shares in Q2 2024, an estimated $7.06K.
  • Hubbell made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #389 holding.
  • Buckingham Strategic Wealth first reported a position in Hubbell in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Hubbell position peaked at $822K in Q1 2024.
  • 789 funds tracked by Wall St. Rank held Hubbell as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.