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Hart & Patterson Financial Group’s Hubbell HUBB Stock Holding History

Hart & Patterson Financial Group’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 		$266K Hold
636
– – 0.13% 63
2024
Q3 		$272K Hold
636
– – 0.13% 63
2024
Q2 		$232K Hold
636
– – 0.12% 63
2024
Q1 		$264K Buy
636
+2
+0.3% +$724 0.13% 58
2023
Q4 		$209K Buy
+634
New +$191K 0.11% 57

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 $315B AUM 27.84% 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

Hart & Patterson Financial Group's HUBB Position: Q4 2024 in Review

Hart & Patterson Financial Group held its Hubbell (HUBB) position steady in Q4 2024 at 636 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #63.

Hart & Patterson Financial Group first reported a position in HUBB in Q4 2023 and has held it in 5 quarters since. The position peaked at $272K in Q3 2024. 846 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • Hart & Patterson Financial Group held 636 shares of Hubbell worth $266K as of Q4 2024.
  • Hart & Patterson Financial Group left its Hubbell share count unchanged in Q4 2024.
  • Hubbell made up 0.13% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #63 holding.
  • Hart & Patterson Financial Group first reported a position in Hubbell in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Hubbell position peaked at $272K in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.