SW
HUBB icon

SVB Wealth’s Hubbell HUBB Stock Holding History

SVB 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
-493
Closed -$207K – 1616
2024
Q4 		$207K Buy
+493
New +$220K ﹤0.01% 677
2020
Q2 		– Sell
-2,250
Closed -$258K – 660
2020
Q1 		$258K Sell
2,250
-1,601
-42% -$216K 0.01% 414
2019
Q4 		$569K Sell
3,851
-645
-14% -$91.8K 0.01% 392
2019
Q3 		$591K Sell
4,496
-267
-6% -$34.4K 0.01% 355
2019
Q2 		$621K Sell
4,763
-452
-9% -$55.8K 0.02% 355
2019
Q1 		$615K Buy
5,215
+297
+6% +$33.6K 0.02% 275
2018
Q4 		$489K Sell
4,918
-951
-16% -$104K 0.02% 291
2018
Q3 		$784K Buy
5,869
+126
+2% +$15.5K 0.03% 283
2018
Q2 		$607K Sell
5,743
-347
-6% -$38.4K 0.02% 312
2018
Q1 		$742K Buy
6,090
+782
+15% +$103K 0.03% 302
2017
Q4 		$718K Buy
5,308
+85
+2% +$10.6K 0.03% 305
2017
Q3 		$606K Buy
5,223
+215
+4% +$24.6K 0.02% 329
2017
Q2 		$567K Buy
5,008
+607
+14% +$70.3K 0.02% 337
2017
Q1 		$528K Buy
4,401
+395
+10% +$47.4K 0.02% 339
2016
Q4 		$468K Buy
4,006
+1,070
+36% +$118K 0.02% 355
2016
Q3 		$316K Buy
2,936
+630
+27% +$66.9K 0.01% 425
2016
Q2 		$243K Buy
2,306
+315
+16% +$33.1K 0.01% 454
2016
Q1 		$211K Buy
+1,991
New +$190K 0.01% 490

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return