AIP
CB icon

Almanack Investment Partners’s Chubb CB Stock Holding History

Almanack Investment Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-285
Closed -$52K – 335
2022
Q3 		$52K Buy
+285
New +$54.1K 0.01% 257
2021
Q2 		– Sell
-1,803
Closed -$286K – 456
2021
Q1 		$286K Buy
1,803
+268
+17% +$43.2K 0.03% 322
2020
Q4 		$238K Buy
+1,535
New +$215K 0.03% 323
2019
Q3 		– Sell
-725
Closed -$107K – 246
2019
Q2 		$107K Buy
+725
New +$105K 0.02% 265

Other funds holding CB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Almanack Investment Partners's CB Position: Q4 2022 in Review

Almanack Investment Partners sold out of Chubb (CB) in Q4 2022, closing a stake of 285 shares — an estimated $52K sold.

Almanack Investment Partners first reported a position in CB in Q2 2019 and held it in 4 quarters. The position peaked at $286K in Q1 2021. 1,480 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Almanack Investment Partners reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 285 Chubb shares in Q4 2022, an estimated $52K.
  • Almanack Investment Partners first reported a position in Chubb in Q2 2019 and held it in 4 quarters.
  • Almanack Investment Partners's Chubb position peaked at $286K in Q1 2021.
  • 1,480 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.