Aspire Private Capital’s Chubb CB Stock Holding History

Aspire Private Capital’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
2021 Q2	–	Sell	-11	Closed	-$2K	–	584
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	454
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	370
2020 Q3	$1K	Buy	+11	New	+$1.38K	﹤0.01%	410
2020 Q1	–	Sell	-18	Closed	-$3K	–	267
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	340
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	316
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	352
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	396
2018 Q4	$2K	Buy	+18	New	+$2.33K	﹤0.01%	402

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspire Private Capital's CB Position: Q2 2021 in Review

Aspire Private Capital sold out of Chubb (CB) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in CB in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 1,208 funds tracked by Wall St. Rank hold CB as of Q2 2021.

Aspire Private Capital reported no remaining Chubb position as of Q2 2021 after selling out during the quarter.
Aspire Private Capital sold 11 Chubb shares in Q2 2021, an estimated $2K.
Aspire Private Capital first reported a position in Chubb in Q4 2018 and held it in 8 quarters.
Aspire Private Capital's Chubb position peaked at $3K in Q4 2019.
1,208 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on Aspire Private Capital's 13F filing for Q2 2021, filed 9 Aug 2021.