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Capstone Triton Financial Group’s Chubb CB Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-162
Closed -$25K – 149
2020
Q4 		$25K Buy
+162
New +$22.7K 0.02% 249

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Capital International Investors
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Triton Financial Group's CB Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Chubb (CB) in Q1 2021, closing a stake of 162 shares — an estimated $25K sold.

Capstone Triton Financial Group first reported a position in CB in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 162 Chubb shares in Q1 2021, an estimated $25K.
  • Capstone Triton Financial Group first reported a position in Chubb in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Chubb position peaked at $25K in Q4 2020.
  • 1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.