YorkBridge Wealth Partners’s Hubbell HUBB Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$465K	Sell	1,980 -10	-0.5%	-$2.4K	0.12%	131
2022 Q3	$444K	Buy	1,990 +10	+0.5%	+$2.1K	0.11%	127
2022 Q2	$354K	Hold	1,980	–	–	0.09%	168
2022 Q1	$364K	Hold	1,980	–	–	0.08%	194
2021 Q4	$412K	Hold	1,980	–	–	0.09%	182
2021 Q3	$358K	Hold	1,980	–	–	0.09%	192
2021 Q2	$370K	Hold	1,980	–	–	0.1%	164
2021 Q1	$370K	Hold	1,980	–	–	0.11%	155
2020 Q4	$310K	Hold	1,980	–	–	0.1%	145
2020 Q3	$271K	Hold	1,980	–	–	0.11%	147
2020 Q2	$248K	Hold	1,980	–	–	0.11%	150
2020 Q1	$227K	Hold	1,980	–	–	0.14%	142
2019 Q4	$293K	Hold	1,980	–	–	0.13%	144
2019 Q3	$260K	Hold	1,980	–	–	0.13%	146
2019 Q2	$258K	Buy	+1,980	New	+$244K	0.11%	152
2019 Q1	–	Sell	-1,980	Closed	-$197K	–	760
2018 Q4	$197K	Hold	1,980	–	–	0.1%	152
2018 Q3	$265K	Buy	+1,980	New	+$243K	0.12%	143
2017 Q4	–	Sell	-1,980	Closed	-$230K	–	882
2017 Q3	$230K	Hold	1,980	–	–	0.12%	160
2017 Q2	$225K	Buy	+1,980	New	+$229K	0.12%	160
2017 Q1	–	Sell	-1,980	Closed	-$224K	–	895
2016 Q4	$224K	Buy	+1,980	New	+$218K	0.13%	148

Other funds holding HUBB

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

YorkBridge Wealth Partners's HUBB Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Hubbell (HUBB) stake by 0.5% in Q4 2022, selling an estimated $2.4K and leaving 1,980 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #131.

YorkBridge Wealth Partners first reported a position in HUBB in Q4 2016 and has held it in 20 quarters since. 590 funds tracked by Wall St. Rank hold HUBB as of Q4 2022.

YorkBridge Wealth Partners held 1,980 shares of Hubbell worth $465K as of Q4 2022.
YorkBridge Wealth Partners sold 10 Hubbell shares in Q4 2022, an estimated $2.4K.
Hubbell made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #131 holding.
YorkBridge Wealth Partners first reported a position in Hubbell in Q4 2016 and has held it in 20 quarters since.
590 funds tracked by Wall St. Rank held Hubbell as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.