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Edmonds Duncan Registered Investment Advisors’s Hubbell HUBB Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 		– Sell
-834
Closed -$261K – 135
2023
Q3 		$261K Buy
834
+59
+8% +$18.8K 0.07% 103
2023
Q2 		$257K Buy
+775
New +$215K 0.08% 106

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JP Morgan Chase
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T. Rowe Price Associates
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Invesco
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Bank of New York Mellon
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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's HUBB Position: Q4 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Hubbell (HUBB) in Q4 2023, closing a stake of 834 shares — an estimated $261K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in HUBB in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q3 2023. 728 funds tracked by Wall St. Rank hold HUBB as of Q4 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Hubbell position as of Q4 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 834 Hubbell shares in Q4 2023, an estimated $261K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Hubbell in Q2 2023 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Hubbell position peaked at $261K in Q3 2023.
  • 728 funds tracked by Wall St. Rank held Hubbell as of Q4 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.