FTDI
HUBB icon

First Trust Direct Indexing’s Hubbell HUBB Stock Holding History

First Trust Direct Indexing’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
-2,044
Closed -$876K – 412
2024
Q3 		$876K Buy
2,044
+887
+77% +$341K 0.05% 388
2024
Q2 		$423K Buy
1,157
+243
+27% +$95.3K 0.03% 543
2024
Q1 		$379K Buy
914
+123
+16% +$44.5K 0.03% 549
2023
Q4 		$260K Buy
+791
New +$238K 0.02% 623

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's HUBB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Hubbell (HUBB) in Q4 2024, closing a stake of 2,044 shares — an estimated $876K sold.

First Trust Direct Indexing first reported a position in HUBB in Q4 2023 and held it in 4 quarters. The position peaked at $876K in Q3 2024. 849 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Hubbell position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,044 Hubbell shares in Q4 2024, an estimated $876K.
  • First Trust Direct Indexing first reported a position in Hubbell in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's Hubbell position peaked at $876K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.