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Valeo Financial Advisors’s Hubbell HUBB Stock Holding History

Valeo Financial Advisors’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
2024
Q4 		– Sell
-796
Closed -$341K – 762
2024
Q3 		$341K Buy
+796
New +$306K 0.01% 503
2024
Q2 		– Sell
-619
Closed -$247K – 699
2024
Q1 		$247K Buy
+619
New +$224K 0.01% 557
2021
Q2 		– Sell
-1
Closed – – 1091
2021
Q1 		$0 Buy
+1
New +$173 ﹤0.01% 2098
2020
Q4 		– Sell
-339
Closed -$46K – 1750
2020
Q3 		$46K Sell
339
-52
-13% -$7.16K ﹤0.01% 692
2020
Q2 		$49K Buy
391
+339
+652% +$41.3K ﹤0.01% 738
2020
Q1 		$6K Buy
+52
New +$7.01K ﹤0.01% 1255
2019
Q1 		– Sell
-715
Closed -$71K – 1615
2018
Q4 		$71K Sell
715
-449
-39% -$49.3K 0.01% 438
2018
Q3 		$118K Buy
1,164
+710
+156% +$87.2K 0.02% 364
2018
Q2 		$54K Buy
454
+450
+11,250% +$49.8K 0.01% 525
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1585
2017
Q4 		$1K Buy
+4
New +$499 ﹤0.01% 1285

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return