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Fairhaven Wealth Management’s Hubbell HUBB Stock Holding History

Fairhaven Wealth Management’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
Q4 		– Sell
-511
Closed -$219K – 122
2024
Q3 		$219K Buy
+511
New +$196K 0.07% 109
2024
Q2 		– Sell
-511
Closed -$212K – 125
2024
Q1 		$212K Buy
+511
New +$185K 0.07% 112

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fairhaven Wealth Management's HUBB Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Hubbell (HUBB) in Q4 2024, closing a stake of 511 shares — an estimated $219K sold.

Fairhaven Wealth Management first reported a position in HUBB in Q1 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 846 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining Hubbell position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 511 Hubbell shares in Q4 2024, an estimated $219K.
  • Fairhaven Wealth Management first reported a position in Hubbell in Q1 2024 and held it in 2 quarters.
  • Fairhaven Wealth Management's Hubbell position peaked at $219K in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.