Evoke Wealth’s Hubbell HUBB Stock Holding History

Evoke 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
2022 Q4	–	Sell	-25	Closed	-$6K	–	718
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	847
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	931
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	904
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	893
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	884
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	875
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	846
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	763
2020 Q3	$3K	Sell	25 -10	-29%	-$1.38K	﹤0.01%	772
2020 Q2	$4K	Hold	35	–	–	﹤0.01%	726
2020 Q1	$4.05K	Hold	35	–	–	﹤0.01%	658
2019 Q4	$5.2K	Hold	35	–	–	﹤0.01%	900
2019 Q3	$4.62K	Buy	+35	New	+$4.51K	﹤0.01%	1024

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return