SFG
HUBB icon

Steward Financial Group’s Hubbell HUBB Stock Holding History

Steward Financial 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
Q3 		$15K Hold
50
– – ﹤0.01% 294
2023
Q2 		$16K Buy
+50
New +$13.8K 0.01% 275
2022
Q3 		– Sell
-23
Closed -$4K – 643
2022
Q2 		$4K Buy
+23
New +$4.33K ﹤0.01% 388

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Steward Financial Group's HUBB Position: Q3 2023 in Review

Steward Financial Group held its Hubbell (HUBB) position steady in Q3 2023 at 50 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Steward Financial Group first reported a position in HUBB in Q2 2022 and has held it in 3 quarters since. The position peaked at $16K in Q2 2023. 677 funds tracked by Wall St. Rank hold HUBB as of Q3 2023.

  • Steward Financial Group held 50 shares of Hubbell worth $15K as of Q3 2023.
  • Steward Financial Group left its Hubbell share count unchanged in Q3 2023.
  • Hubbell made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #294 holding.
  • Steward Financial Group first reported a position in Hubbell in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Hubbell position peaked at $16K in Q2 2023.
  • 677 funds tracked by Wall St. Rank held Hubbell as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.