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Better Money Decisions’s Chubb CB Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-116
Closed -$23K – 106
2022
Q2 		$23K Buy
+116
New +$23.9K 0.02% 208
2021
Q4 		– Sell
-185
Closed -$32K – 144
2021
Q3 		$32K Hold
185
– – 0.03% 203
2021
Q2 		$29K Buy
185
+1
+0.5% +$166 0.03% 214
2021
Q1 		$29K Buy
+184
New +$29.6K 0.03% 174

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Better Money Decisions's CB Position: Q3 2022 in Review

Better Money Decisions sold out of Chubb (CB) in Q3 2022, closing a stake of 116 shares — an estimated $23K sold.

Better Money Decisions first reported a position in CB in Q1 2021 and held it in 4 quarters. The position peaked at $32K in Q3 2021. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Better Money Decisions reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 116 Chubb shares in Q3 2022, an estimated $23K.
  • Better Money Decisions first reported a position in Chubb in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Chubb position peaked at $32K in Q3 2021.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.