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Wintrust Investments’s Hubbell HUBB Stock Holding History

Wintrust Investments’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 		$62K Sell
150
-27
-15% -$12.1K 0.05% 223
2024
Q3 		$75K Sell
177
-2,426
-93% -$933K 0.06% 254
2024
Q2 		$1.14M Buy
2,603
+707
+37% +$277K 0.09% 179
2024
Q1 		$787K Sell
1,896
-93
-5% -$33.7K 0.07% 218
2023
Q4 		$654K Sell
1,989
-225
-10% -$67.7K 0.06% 233
2023
Q3 		$694K Sell
2,214
-387
-15% -$123K 0.07% 216
2023
Q2 		$862K Sell
2,601
-688
-21% -$190K 0.09% 193
2023
Q1 		$800K Hold
3,289
– – 0.1% 157
2022
Q4 		$772K Hold
3,289
– – 0.1% 164
2022
Q3 		$733K Sell
3,289
-42
-1% -$8.82K 0.09% 175
2022
Q2 		$595K Hold
3,331
– – 0.07% 208
2022
Q1 		$612K Hold
3,331
– – 0.06% 228
2021
Q4 		$694K Buy
+3,331
New +$666K 0.07% 217
2021
Q3 		– Sell
-2,710
Closed -$506K – 339
2021
Q2 		$506K Buy
2,710
+1,368
+102% +$258K 0.05% 260
2021
Q1 		$251K Buy
+1,342
New +$232K 0.03% 355

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 $3.37T AUM 44.26% 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

Wintrust Investments's HUBB Position: Q4 2024 in Review

Wintrust Investments reduced its Hubbell (HUBB) stake by 15% in Q4 2024, selling an estimated $12.1K and leaving 150 shares worth $62K. The position accounts for 0.05% of the portfolio, ranked #223.

Wintrust Investments first reported a position in HUBB in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2024. 847 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

  • Wintrust Investments held 150 shares of Hubbell worth $62K as of Q4 2024.
  • Wintrust Investments sold 27 Hubbell shares in Q4 2024, an estimated $12.1K.
  • Hubbell made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #223 holding.
  • Wintrust Investments first reported a position in Hubbell in Q1 2021 and has held it in 15 quarters since.
  • Wintrust Investments's Hubbell position peaked at $1.14M in Q2 2024.
  • 847 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.