Arbor Trust Wealth Advisors’s Chubb CB Stock Holding History

Arbor Trust Wealth Advisors’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
2023 Q4	–	Sell	-1,065	Closed	-$223K	–	94
2023 Q3	$223K	Sell	1,065 -27	-2%	-$5.46K	0.15%	85
2023 Q2	$211K	Buy	1,092 +27	+3%	+$5.29K	0.13%	90
2023 Q1	$208K	Hold	1,065	–	–	0.14%	94
2022 Q4	$236K	Buy	+1,065	New	+$222K	0.16%	90
2022 Q3	–	Sell	-1,065	Closed	-$210K	–	97
2022 Q2	$210K	Hold	1,065	–	–	0.15%	98
2022 Q1	$229K	Hold	1,065	–	–	0.14%	96
2021 Q4	$207K	Buy	+1,065	New	+$200K	0.12%	101
2021 Q1	–	Sell	-1,315	Closed	-$203K	–	96
2020 Q4	$203K	Buy	+1,315	New	+$184K	0.15%	93
2020 Q1	–	Sell	-1,315	Closed	-$206K	–	84
2019 Q4	$206K	Buy	+1,315	New	+$201K	0.18%	83

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arbor Trust Wealth Advisors's CB Position: Q4 2023 in Review

Arbor Trust Wealth Advisors sold out of Chubb (CB) in Q4 2023, closing a stake of 1,065 shares — an estimated $223K sold.

Arbor Trust Wealth Advisors first reported a position in CB in Q4 2019 and held it in 9 quarters. The position peaked at $236K in Q4 2022. 1,600 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Arbor Trust Wealth Advisors reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 1,065 Chubb shares in Q4 2023, an estimated $223K.
Arbor Trust Wealth Advisors first reported a position in Chubb in Q4 2019 and held it in 9 quarters.
Arbor Trust Wealth Advisors's Chubb position peaked at $236K in Q4 2022.
1,600 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.