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HUBB icon

Simplicity Solutions’s Hubbell HUBB Stock Holding History

Simplicity Solutions’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 		$1.88M Sell
5,709
-89
-2% -$26.8K 0.05% 307
2023
Q3 		$1.82M Sell
5,798
-89
-2% -$28.3K 0.06% 306
2023
Q2 		$1.95M Buy
5,887
+36
+0.6% +$9.97K 0.05% 320
2023
Q1 		$1.42M Buy
5,851
+4,228
+261% +$1.01M 0.04% 395
2022
Q4 		$381K Sell
1,623
-306
-16% -$73.4K 0.05% 408
2022
Q3 		$430K Buy
1,929
+70
+4% +$14.7K 0.06% 348
2022
Q2 		$332K Buy
1,859
+583
+46% +$110K 0.04% 408
2022
Q1 		$234K Buy
+1,276
New +$239K 0.03% 559
2020
Q4 		– Sell
-1,818
Closed -$249K – 954
2020
Q3 		$249K Buy
+1,818
New +$250K ﹤0.01% 766
2020
Q2 		– Sell
-3,283
Closed -$377K – 902
2020
Q1 		$377K Buy
+3,283
New +$443K 0.01% 563
2019
Q2 		– Sell
-6,433
Closed -$758K – 751
2019
Q1 		$758K Buy
6,433
+28
+0.4% +$3.17K 0.05% 301
2018
Q4 		$637K Buy
+6,405
New +$703K 0.08% 260

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's HUBB Position: Q4 2023 in Review

Simplicity Solutions reduced its Hubbell (HUBB) stake by 1.5% in Q4 2023, selling an estimated $26.8K and leaving 5,709 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #307.

Simplicity Solutions first reported a position in HUBB in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.95M in Q2 2023. 726 funds tracked by Wall St. Rank hold HUBB as of Q4 2023.

  • Simplicity Solutions held 5,709 shares of Hubbell worth $1.88M as of Q4 2023.
  • Simplicity Solutions sold 89 Hubbell shares in Q4 2023, an estimated $26.8K.
  • Hubbell made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #307 holding.
  • Simplicity Solutions first reported a position in Hubbell in Q4 2018 and has held it in 12 quarters since.
  • Simplicity Solutions's Hubbell position peaked at $1.95M in Q2 2023.
  • 726 funds tracked by Wall St. Rank held Hubbell as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.