CX Institutional’s Hubbell HUBB Stock Holding History

CX Institutional’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
2026 Q2	$170K	Buy	325 +19	+6%	+$9.6K	﹤0.01%	769
2026 Q1	$150K	Buy	306 +9	+3%	+$4.42K	﹤0.01%	784
2025 Q4	$132K	Buy	297 +61	+26%	+$26.7K	﹤0.01%	804
2025 Q3	$102K	Buy	236 +17	+8%	+$7.32K	﹤0.01%	817
2025 Q2	$89K	Buy	219 +72	+49%	+$26.7K	﹤0.01%	779
2025 Q1	$49K	Buy	+147	New	+$56.9K	﹤0.01%	839
2023 Q1	–	Sell	-1,139	Closed	-$267K	–	524
2022 Q4	$267K	Sell	1,139 -5	-0.4%	-$1.2K	0.02%	452
2022 Q3	$255K	Buy	1,144 +53	+5%	+$11.1K	0.02%	409
2022 Q2	$195K	Buy	+1,091	New	+$206K	0.01%	441
2021 Q4	–	Sell	-10	Closed	-$2K	–	598
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	907
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	903
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	827
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	816
2020 Q3	$1K	Sell	10 -10	-50%	-$1.38K	﹤0.01%	844
2020 Q2	$3K	Buy	+20	New	+$2.44K	﹤0.01%	715
2019 Q3	–	Sell	-5	Closed	-$1K	–	864
2019 Q2	$1K	Buy	+5	New	+$617	﹤0.01%	856

Other funds holding HUBB

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Werlinich Asset Management Stamford, Connecticut $262M AUM 80.66% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return