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National Wealth Management Group’s Hubbell HUBB Stock Holding History

National Wealth Management 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
2023
Q4 		– Sell
-1,224
Closed -$384K – 143
2023
Q3 		$384K Buy
+1,224
New +$390K 0.42% 79
2023
Q2 		– Sell
-1,592
Closed -$435K – 149
2023
Q1 		$435K Buy
+1,592
New +$381K 0.5% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Wealth Management Group's HUBB Position: Q4 2023 in Review

National Wealth Management Group sold out of Hubbell (HUBB) in Q4 2023, closing a stake of 1,224 shares — an estimated $384K sold.

National Wealth Management Group first reported a position in HUBB in Q1 2023 and held it in 2 quarters. The position peaked at $435K in Q1 2023. 728 funds tracked by Wall St. Rank hold HUBB as of Q4 2023.

  • National Wealth Management Group reported no remaining Hubbell position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 1,224 Hubbell shares in Q4 2023, an estimated $384K.
  • National Wealth Management Group first reported a position in Hubbell in Q1 2023 and held it in 2 quarters.
  • National Wealth Management Group's Hubbell position peaked at $435K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held Hubbell as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.