HUBB β€” HUBBELL INC

Ownership history in Edgestream Partners, L.P.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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.

πŸ” Peak position
0.34% (2025 Q1)
πŸ“Š Avg. % of fund
0.17%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Edgestream Partners, L.P. Γ— HUBB AI Analytics

πŸ“ˆ Edgestream Partners, L.P. outperformed the S&P 500 by +35.9% annually on this HUBB position. Timing score: 50% (3/6 decisions correct). Average cost basis: $282.81. Maximum drawdown during holding period: –8.6%.

πŸ“ˆ Position Alpha vs SPY
+35.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 35.9% per year on this position.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$282.81
+51.2% vs current ($427.72)

Best entry: $168.38 (2021 Q3)  Β·  Worst: $357.57 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–8.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% of portfolio

⚠ 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.

% of Fund (quarterly)    HUBB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,324 -24,720 -82.3% 0.07% $2.3M $427.72
2025 Q1 ADDED 30,044 +22,436 +294.9% 0.34% $9.9M $326.86
2024 Q2 ADDED 7,608 +510 +7.2% 0.13% $2.8M $357.57
2023 Q4 ADDED 7,098 +2,484 +53.8% 0.17% $2.3M $319.74
2023 Q1 REDUCED 4,614 -4,157 -47.4% 0.12% $1.1M $233.83
2022 Q4 REDUCED 8,771 -1,002 -10.3% 0.23% $2.1M $224.54
2021 Q3 INITIATED 9,773 β€” β€” 0.11% $1.8M $168.38

🏒 Other funds also holding HUBB

As of 2025 Q4 β€” sorted by position size

Troy Asset Management Ltd 3Y 7Y 6.31% Werlinich Asset Management, LLC 5.32% EVEXIA WEALTH LLC 4.42% Sandhill Capital Partners LLC 3Y 7Y 3.43% Concorde Financial Corp 3Y 3.35% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 2.81% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.71% Regency Capital Management Inc.\DE 3Y 2.62% Rithm Capital Corp. 2.58% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 2.38%
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