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Simplicity Wealth’s Hubbell HUBB Stock Holding History

Simplicity 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
2025
Q1 		– Sell
-4,398
Closed -$1.84M – 585
2024
Q4 		$1.84M Buy
4,398
+550
+14% +$245K 0.38% 45
2024
Q3 		$1.65M Sell
3,848
-1,912
-33% -$735K 0.15% 129
2024
Q2 		$2.11M Sell
5,760
-24
-0.4% -$9.41K 0.05% 347
2024
Q1 		$2.4M Buy
+5,784
New +$2.09M 0.06% 317

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Simplicity Wealth's HUBB Position: Q1 2025 in Review

Simplicity Wealth sold out of Hubbell (HUBB) in Q1 2025, closing a stake of 4,398 shares — an estimated $1.84M sold.

Simplicity Wealth first reported a position in HUBB in Q1 2024 and held it in 4 quarters. The position peaked at $2.4M in Q1 2024. 838 funds tracked by Wall St. Rank hold HUBB as of Q1 2025.

  • Simplicity Wealth reported no remaining Hubbell position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 4,398 Hubbell shares in Q1 2025, an estimated $1.84M.
  • Simplicity Wealth first reported a position in Hubbell in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Hubbell position peaked at $2.4M in Q1 2024.
  • 838 funds tracked by Wall St. Rank held Hubbell as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.