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AXS Investments’s Chubb CB Stock Holding History

AXS Investments’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
Q3 		– Sell
-174
Closed -$33.5K – 379
2023
Q2 		$33.5K Sell
174
-51
-23% -$9.99K 0.01% 362
2023
Q1 		$43.7K Buy
225
+9
+4% +$1.89K 0.01% 310
2022
Q4 		$47.6K Sell
216
-5,232
-96% -$1.09M 0.02% 287
2022
Q3 		$991K Buy
5,448
+424
+8% +$80.5K 0.39% 79
2022
Q2 		$988K Buy
+5,024
New +$1.03M 0.35% 92

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AXS Investments's CB Position: Q3 2023 in Review

AXS Investments sold out of Chubb (CB) in Q3 2023, closing a stake of 174 shares — an estimated $33.5K sold.

AXS Investments first reported a position in CB in Q2 2022 and held it in 5 quarters. The position peaked at $991K in Q3 2022. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • AXS Investments reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 174 Chubb shares in Q3 2023, an estimated $33.5K.
  • AXS Investments first reported a position in Chubb in Q2 2022 and held it in 5 quarters.
  • AXS Investments's Chubb position peaked at $991K in Q3 2022.
  • 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.