Douglas Lane & Associates’s Hubbell HUBB Stock Holding History

Douglas Lane & Associates’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	$476K	Sell	910 -15	-2%	-$7.58K	0.01%	196
2026 Q1	$454K	Hold	925	–	–	0.01%	190
2025 Q4	$411K	Hold	925	–	–	0.01%	191
2025 Q3	$398K	Sell	925 -65	-7%	-$28K	0.01%	188
2025 Q2	$404K	Sell	990 -1,700	-63%	-$630K	0.01%	190
2025 Q1	$890K	Hold	2,690	–	–	0.01%	161
2024 Q4	$1.13M	Buy	2,690 +1,650	+159%	+$736K	0.02%	157
2024 Q3	$445K	Hold	1,040	–	–	0.01%	188
2024 Q2	$380K	Hold	1,040	–	–	0.01%	192
2024 Q1	$432K	Buy	1,040 +125	+14%	+$45.2K	0.01%	187
2023 Q4	$301K	Sell	915 -15	-2%	-$4.51K	﹤0.01%	206
2023 Q3	$291K	Hold	930	–	–	﹤0.01%	201
2023 Q2	$308K	Sell	930 -20	-2%	-$5.54K	0.01%	198
2023 Q1	$231K	Hold	950	–	–	﹤0.01%	216
2022 Q4	$223K	Hold	950	–	–	﹤0.01%	218
2022 Q3	$212K	Buy	+950	New	+$199K	﹤0.01%	208
2022 Q1	–	Sell	-1,960	Closed	-$408K	–	228
2021 Q4	$408K	Hold	1,960	–	–	0.01%	190
2021 Q3	$354K	Sell	1,960 -25	-1%	-$4.88K	0.01%	190
2021 Q2	$371K	Hold	1,985	–	–	0.01%	183
2021 Q1	$371K	Hold	1,985	–	–	0.01%	171
2020 Q4	$311K	Sell	1,985 -65	-3%	-$9.97K	0.01%	185
2020 Q3	$281K	Hold	2,050	–	–	0.01%	180
2020 Q2	$257K	Hold	2,050	–	–	0.01%	187
2020 Q1	$235K	Hold	2,050	–	–	0.01%	182
2019 Q4	$303K	Hold	2,050	–	–	0.01%	183
2019 Q3	$269K	Hold	2,050	–	–	0.01%	190
2019 Q2	$267K	Hold	2,050	–	–	0.01%	195
2019 Q1	$242K	Hold	2,050	–	–	0.01%	198
2018 Q4	$204K	Sell	2,050 -2,019	-50%	-$221K	﹤0.01%	201
2018 Q3	$543K	Buy	4,069 +75	+2%	+$9.21K	0.01%	166
2018 Q2	$422K	Sell	3,994 -36	-0.9%	-$3.98K	0.01%	167
2018 Q1	$491K	Sell	4,030 -50	-1%	-$6.58K	0.01%	166
2017 Q4	$552K	Sell	4,080 -110	-3%	-$13.7K	0.01%	164
2017 Q3	$486K	Sell	4,190 -1,750	-29%	-$201K	0.01%	171
2017 Q2	$672K	Sell	5,940 -41	-0.7%	-$4.75K	0.02%	161
2017 Q1	$718K	Sell	5,981 -332	-5%	-$39.9K	0.02%	158
2016 Q4	$737K	Sell	6,313 -475	-7%	-$52.2K	0.02%	161
2016 Q3	$731K	Sell	6,788 -2,150	-24%	-$228K	0.02%	163
2016 Q2	$943K	Sell	8,938 -465	-5%	-$48.9K	0.03%	156
2016 Q1	$996K	Buy	+9,403	New	+$898K	0.03%	154

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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