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Cedar Wealth Management’s Chubb CB Stock Holding History

Cedar Wealth 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
2024
Q4 		– Sell
-443
Closed -$128K – 199
2024
Q3 		$128K Hold
443
– – 0.04% 115
2024
Q2 		$113K Hold
443
– – 0.04% 121
2024
Q1 		$115K Buy
+443
New +$109K 0.04% 126

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cedar Wealth Management's CB Position: Q4 2024 in Review

Cedar Wealth Management sold out of Chubb (CB) in Q4 2024, closing a stake of 443 shares — an estimated $128K sold.

Cedar Wealth Management first reported a position in CB in Q1 2024 and held it in 3 quarters. The position peaked at $128K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Cedar Wealth Management reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 443 Chubb shares in Q4 2024, an estimated $128K.
  • Cedar Wealth Management first reported a position in Chubb in Q1 2024 and held it in 3 quarters.
  • Cedar Wealth Management's Chubb position peaked at $128K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.