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Bard Financial Services’s Chubb CB Stock Holding History

Bard Financial Services’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
2024
Q3 		– Sell
-1,130
Closed -$288K – 216
2024
Q2 		$288K Hold
1,130
– – 0.03% 186
2024
Q1 		$293K Buy
1,130
+40
+4% +$9.84K 0.03% 189
2023
Q4 		$246K Buy
+1,090
New +$238K 0.03% 202

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bard Financial Services's CB Position: Q3 2024 in Review

Bard Financial Services sold out of Chubb (CB) in Q3 2024, closing a stake of 1,130 shares — an estimated $288K sold.

Bard Financial Services first reported a position in CB in Q4 2023 and held it in 3 quarters. The position peaked at $293K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Bard Financial Services reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Bard Financial Services sold 1,130 Chubb shares in Q3 2024, an estimated $288K.
  • Bard Financial Services first reported a position in Chubb in Q4 2023 and held it in 3 quarters.
  • Bard Financial Services's Chubb position peaked at $293K in Q1 2024.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.