VFA
HUBB icon

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 – – 1089
2021
Q1 		$0 Buy
+1
New +$173 ﹤0.01% 2094
2020
Q4 		– Sell
-339
Closed -$46K – 1744
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 – 1584
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% 1570
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's HUBB Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Hubbell (HUBB) in Q4 2024, closing a stake of 796 shares — an estimated $341K sold.

Valeo Financial Advisors first reported a position in HUBB in Q4 2017 and held it in 11 quarters. The position peaked at $341K in Q3 2024. 849 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Hubbell position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 796 Hubbell shares in Q4 2024, an estimated $341K.
  • Valeo Financial Advisors first reported a position in Hubbell in Q4 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's Hubbell position peaked at $341K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.