BFA
CB

Benedict Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

Benedict Financial 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
2021
Q3 		– Sell
-21,727
Closed -$3.45M – 135
2021
Q2 		$3.45M Buy
21,727
+610
+3% +$96.9K 0.96% 42
2021
Q1 		$3.34M Buy
21,117
+472
+2% +$74.6K 0.96% 39
2020
Q4 		$3.18M Buy
20,645
+529
+3% +$81.4K 1.14% 30
2020
Q3 		$2.34M Buy
20,116
+1,601
+9% +$186K 0.9% 42
2020
Q2 		$2.34M Buy
18,515
+439
+2% +$55.6K 0.97% 41
2020
Q1 		$2.02M Buy
18,076
+99
+0.6% +$11.1K 0.95% 42
2019
Q4 		$2.8M Buy
17,977
+112
+0.6% +$17.4K 1.09% 38
2019
Q3 		$2.88M Sell
17,865
-422
-2% -$68.1K 1.18% 34
2019
Q2 		$2.69M Buy
18,287
+284
+2% +$41.8K 1.12% 35
2019
Q1 		$2.52M Buy
18,003
+166
+0.9% +$23.3K 1.09% 36
2018
Q4 		$2.3M Buy
17,837
+513
+3% +$66.3K 1.14% 36
2018
Q3 		$2.31M Buy
17,324
+346
+2% +$46.2K 1.04% 40
2018
Q2 		$2.16M Buy
16,978
+35
+0.2% +$4.45K 1.07% 36
2018
Q1 		$2.32M Buy
16,943
+36
+0.2% +$4.92K 1.17% 35
2017
Q4 		$2.47M Sell
16,907
-231
-1% -$33.8K 1.19% 36
2017
Q3 		$2.44M Sell
17,138
-53
-0.3% -$7.55K 1.25% 32
2017
Q2 		$2.53M Sell
17,191
-32
-0.2% -$4.7K 1.32% 33
2017
Q1 		$2.35M Buy
17,223
+411
+2% +$56K 1.28% 33
2016
Q4 		$2.22M Buy
16,812
+29
+0.2% +$3.83K 1.28% 33
2016
Q3 		$2.08M Buy
16,783
+853
+5% +$106K 1.22% 34
2016
Q2 		$2.08M Buy
15,930
+501
+3% +$65.3K 1.22% 36
2016
Q1 		$1.84M Sell
15,429
-6,386
-29% -$827K 1.12% 38
2015
Q4 		$2.89M Sell
21,815
-720
-3% -$93.2K 1.84% 21
2015
Q3 		$2.76M Sell
22,535
-263
-1% -$32.2K 1.92% 21
2015
Q2 		$2.8M Sell
22,798
-226
-1% -$22.3K 1.82% 21
2015
Q1 		$2.32M Buy
23,024
+379
+2% +$38.4K 1.49% 26
2014
Q4 		$2.28M Buy
+22,645
New +$2.25M 1.49% 26

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Benedict Financial Advisors's CB Position: Q3 2021 in Review

Benedict Financial Advisors sold out of CHUBB CORPORATION (CB) in Q3 2021, closing a stake of 21,727 shares — an estimated $3.45M sold.

Benedict Financial Advisors first reported a position in CB in Q4 2014 and held it in 27 quarters. The position peaked at $3.45M in Q2 2021. 6 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • Benedict Financial Advisors reported no remaining CHUBB CORPORATION position as of Q3 2021 after selling out during the quarter.
  • Benedict Financial Advisors sold 21,727 CHUBB CORPORATION shares in Q3 2021, an estimated $3.45M.
  • Benedict Financial Advisors first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 27 quarters.
  • Benedict Financial Advisors's CHUBB CORPORATION position peaked at $3.45M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2021.

Based on Benedict Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.