Buffington Mohr McNeal’s Chubb CB Stock Holding History

Buffington Mohr McNeal’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	-25,096	Closed	-$4.83M	–	121
2023 Q2	$4.83M	Sell	25,096 -118	-0.5%	-$23.1K	1.04%	32
2023 Q1	$4.9M	Buy	25,214 +4,840	+24%	+$1.02M	1.12%	31
2022 Q4	$4.49M	Buy	20,374 +320	+2%	+$66.6K	1.05%	33
2022 Q3	$3.65M	Buy	20,054 +766	+4%	+$145K	0.88%	36
2022 Q2	$3.79M	Buy	+19,288	New	+$3.97M	0.83%	38
2017 Q4	–	Sell	-2,225	Closed	-$340K	–	120
2017 Q3	$340K	Buy	2,225 +150	+7%	+$21.7K	0.13%	105
2017 Q2	$302K	Buy	+2,075	New	+$292K	0.12%	118

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Buffington Mohr McNeal's CB Position: Q3 2023 in Review

Buffington Mohr McNeal sold out of Chubb (CB) in Q3 2023, closing a stake of 25,096 shares — an estimated $4.83M sold.

Buffington Mohr McNeal first reported a position in CB in Q2 2017 and held it in 7 quarters. The position peaked at $4.9M in Q1 2023. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Buffington Mohr McNeal reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
Buffington Mohr McNeal sold 25,096 Chubb shares in Q3 2023, an estimated $4.83M.
Buffington Mohr McNeal first reported a position in Chubb in Q2 2017 and held it in 7 quarters.
Buffington Mohr McNeal's Chubb position peaked at $4.9M in Q1 2023.
1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Buffington Mohr McNeal's 13F filing for Q3 2023, filed 25 Oct 2023.