Kurt F. Somerville’s Hubbell HUBB Stock Holding History

Kurt F. Somerville’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 Q3	–	Sell	-898	Closed	-$298K	–	101
2023 Q2	$298K	Hold	898	–	–	0.06%	87
2023 Q1	$218K	Sell	898 -25	-3%	-$5.98K	0.04%	103
2022 Q4	$217K	Hold	923	–	–	0.04%	106
2022 Q3	$205K	Buy	+923	New	+$194K	0.04%	111
2022 Q1	–	Sell	-966	Closed	-$202K	–	126
2021 Q4	$202K	Buy	+966	New	+$193K	0.03%	128

Other funds holding HUBB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kurt F. Somerville's HUBB Position: Q3 2023 in Review

Kurt F. Somerville sold out of Hubbell (HUBB) in Q3 2023, closing a stake of 898 shares — an estimated $298K sold.

Kurt F. Somerville first reported a position in HUBB in Q4 2021 and held it in 5 quarters. The position peaked at $298K in Q2 2023. 677 funds tracked by Wall St. Rank hold HUBB as of Q3 2023.

Kurt F. Somerville reported no remaining Hubbell position as of Q3 2023 after selling out during the quarter.
Kurt F. Somerville sold 898 Hubbell shares in Q3 2023, an estimated $298K.
Kurt F. Somerville first reported a position in Hubbell in Q4 2021 and held it in 5 quarters.
Kurt F. Somerville's Hubbell position peaked at $298K in Q2 2023.
677 funds tracked by Wall St. Rank held Hubbell as of Q3 2023.

Based on Kurt F. Somerville's 13F filing for Q3 2023, filed 14 Nov 2023.