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Byrne Asset Management’s Chubb CB Stock Holding History

Byrne Asset Management’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
-110
Closed -$21K – 531
2023
Q2 		$21K Hold
110
– – 0.01% 317
2023
Q1 		$21K Hold
110
– – 0.02% 309
2022
Q4 		$24.3K Hold
110
– – 0.02% 294
2022
Q3 		$20K Hold
110
– – 0.02% 288
2022
Q2 		$22K Hold
110
– – 0.02% 258
2022
Q1 		$24K Hold
110
– – 0.02% 286
2021
Q4 		$21K Buy
+110
New +$20.7K 0.01% 282

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 $3.38T AUM 44.17% 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

Byrne Asset Management's CB Position: Q3 2023 in Review

Byrne Asset Management sold out of Chubb (CB) in Q3 2023, closing a stake of 110 shares — an estimated $21K sold.

Byrne Asset Management first reported a position in CB in Q4 2021 and held it in 7 quarters. The position peaked at $24.3K in Q4 2022. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Byrne Asset Management reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • Byrne Asset Management sold 110 Chubb shares in Q3 2023, an estimated $21K.
  • Byrne Asset Management first reported a position in Chubb in Q4 2021 and held it in 7 quarters.
  • Byrne Asset Management's Chubb position peaked at $24.3K in Q4 2022.
  • 1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.