Ownership history in Concorde Financial Corp Β· 16 quarters on record
This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in HUBBELL INC (HUBB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concorde Financial Corp outperformed the S&P 500 by +14.3% annually on this HUBB position. Timing score: 64% (9/14 decisions correct). Average cost basis: $247.63. Maximum drawdown during holding period: β22.2%.
π₯ Exceptional β beat the S&P 500 by 14.3% per year on this position.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $173.19 (2022 Q1) Β· Worst: $427.72 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π Concorde Financial Corp has been actively increasing its HUBB allocation β a bullish signal from insiders.
Currently 3.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size