Monongahela All Cap Value Fund HUBB Holdings History
Number of Shares
2,500.00
Current Holdings Value*
$907,950.00
% of Portfolio
2.91%
Total Estimate Gain
$924,797.50
% of Total Estimate Gain
152.55%
Monongahela All Cap Value Fund's Hubbell Inc Holding Summary
As of 2025-04-30, FORUM FUNDS held 2,500.00 shares of Hubbell Inc(HUBB), totaling $907,950.00. This investment constitutes 2.91% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Hubbell Inc(HUBB) stock.
The initial trade took place in 2020Q2. And since then Monongahela All Cap Value Fund has made 3 purchases of HUBB, at an average price of $142.64, for a total of 4,250.00 shares. In addition, there have been 4 sales at an average price of $260.18 for 1,750.00 shares. Based on historical transaction data and HUBB's current price of $430.28, Monongahela All Cap Value Fund's estimated gain on his HUBB holdings is $924,797.50, reflecting a 152.55% gain to date.
Monongahela All Cap Value Fund HUBB ($430.28) Holding Chart
Monongahela All Cap Value Fund HUBB ($430.28) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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