RIM
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Rockbridge Investment Management’s Hubbell HUBB Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-304
Closed -$56.4K – 715
2022
Q1 		$56.4K Sell
304
-10
-3% -$1.88K 0.01% 279
2021
Q4 		$65K Sell
314
-48
-13% -$9.6K 0.01% 313
2021
Q3 		$65K Sell
362
-7
-2% -$1.36K 0.01% 286
2021
Q2 		$69K Sell
369
-31
-8% -$5.86K 0.01% 269
2021
Q1 		$75K Hold
400
– – 0.01% 247
2020
Q4 		$63K Hold
400
– – 0.01% 259
2020
Q3 		$55K Hold
400
– – 0.01% 256
2020
Q2 		$50K Buy
+400
New +$48.7K 0.01% 232

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return