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Carmel Capital Partners’s Chubb CB Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-318
Closed -$66.2K – 227
2023
Q3 		$66.2K Buy
318
+218
+218% +$44.1K 0.03% 224
2023
Q2 		$19.3K Hold
100
– – 0.01% 257
2023
Q1 		$19.4K Buy
+100
New +$21K 0.01% 292

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Carmel Capital Partners's CB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Chubb (CB) in Q4 2023, closing a stake of 318 shares — an estimated $66.2K sold.

Carmel Capital Partners first reported a position in CB in Q1 2023 and held it in 3 quarters. The position peaked at $66.2K in Q3 2023. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

  • Carmel Capital Partners reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 318 Chubb shares in Q4 2023, an estimated $66.2K.
  • Carmel Capital Partners first reported a position in Chubb in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Chubb position peaked at $66.2K in Q3 2023.
  • 1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.