TrueWealth LLC’s Hubbell HUBB Stock Holding History

TrueWealth LLC’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
2020 Q2	$62K	Hold	493	–	–	0.03%	251
2020 Q1	$57K	Buy	493 +1	+0.2%	+$135	0.03%	233
2019 Q4	$73K	Hold	492	–	–	0.03%	234
2019 Q3	$65K	Hold	492	–	–	0.03%	236
2019 Q2	$64K	Hold	492	–	–	0.03%	237
2019 Q1	$58K	Hold	492	–	–	0.03%	253
2018 Q4	$49K	Hold	492	–	–	0.02%	255
2018 Q3	$66K	Hold	492	–	–	0.03%	231
2018 Q2	$52K	Hold	492	–	–	0.02%	261
2018 Q1	$60K	Hold	492	–	–	0.03%	239
2017 Q4	$67K	Buy	+492	New	+$61.4K	0.03%	254

Other funds holding HUBB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

TrueWealth LLC's HUBB Position: Q2 2020 in Review

TrueWealth LLC held its Hubbell (HUBB) position steady in Q2 2020 at 493 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #251.

TrueWealth LLC first reported a position in HUBB in Q4 2017 and has held it in 11 quarters since. The position peaked at $73K in Q4 2019. 402 funds tracked by Wall St. Rank hold HUBB as of Q2 2020.

TrueWealth LLC held 493 shares of Hubbell worth $62K as of Q2 2020.
TrueWealth LLC left its Hubbell share count unchanged in Q2 2020.
Hubbell made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #251 holding.
TrueWealth LLC first reported a position in Hubbell in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Hubbell position peaked at $73K in Q4 2019.
402 funds tracked by Wall St. Rank held Hubbell as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.