Center For Asset Management’s Chubb CB Stock Holding History

Center For 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 Q1	–	Sell	-1,024	Closed	-$226K	–	106
2022 Q4	$226K	Buy	+1,024	New	+$213K	0.21%	102
2022 Q2	–	Sell	-1,746	Closed	-$373K	–	117
2022 Q1	$373K	Buy	1,746 +107	+7%	+$21.7K	0.29%	71
2021 Q4	$317K	Buy	+1,639	New	+$308K	0.23%	85

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center For Asset Management's CB Position: Q1 2023 in Review

Center For Asset Management sold out of Chubb (CB) in Q1 2023, closing a stake of 1,024 shares — an estimated $226K sold.

Center For Asset Management first reported a position in CB in Q4 2021 and held it in 3 quarters. The position peaked at $373K in Q1 2022. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

Center For Asset Management reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 1,024 Chubb shares in Q1 2023, an estimated $226K.
Center For Asset Management first reported a position in Chubb in Q4 2021 and held it in 3 quarters.
Center For Asset Management's Chubb position peaked at $373K in Q1 2022.
1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.