Lake Street Private Wealth’s Hubbell HUBB Stock Holding History

Lake Street Private 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
2024 Q2	–	Sell	-503	Closed	-$209K	–	326
2024 Q1	$209K	Buy	+503	New	+$182K	0.03%	298

Other funds holding HUBB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Private Wealth's HUBB Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Hubbell (HUBB) in Q2 2024, closing a stake of 503 shares — an estimated $209K sold.

Lake Street Private Wealth first reported a position in HUBB in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 787 funds tracked by Wall St. Rank hold HUBB as of Q2 2024.

Lake Street Private Wealth reported no remaining Hubbell position as of Q2 2024 after selling out during the quarter.
Lake Street Private Wealth sold 503 Hubbell shares in Q2 2024, an estimated $209K.
Lake Street Private Wealth first reported a position in Hubbell in Q1 2024 and held it in 1 quarter.
Lake Street Private Wealth's Hubbell position peaked at $209K in Q1 2024.
787 funds tracked by Wall St. Rank held Hubbell as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.