CSat Investment Advisory’s Chubb CB Stock Holding History

CSat Investment Advisory’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	$10K	Buy	62 +7	+13%	+$1.13K	0.01%	447
2020 Q4	$8K	Sell	55 -1,479	-96%	-$207K	0.01%	443
2020 Q3	$178K	Buy	1,534 +148	+11%	+$18.6K	0.02%	297
2020 Q2	$176K	Buy	1,386 +390	+39%	+$45.2K	0.02%	333
2020 Q1	$111K	Buy	996 +144	+17%	+$20.6K	0.02%	322
2019 Q4	$132K	Buy	852 +118	+16%	+$18.1K	0.03%	306
2019 Q3	$119K	Buy	734 +89	+14%	+$13.8K	0.04%	283
2019 Q2	$95K	Buy	645 +606	+1,554%	+$87.5K	0.03%	305
2019 Q1	$5K	Buy	39 +6	+18%	+$798	﹤0.01%	497
2018 Q4	$4K	Buy	33 +11	+50%	+$1.42K	﹤0.01%	497
2018 Q3	$3K	Buy	22 +1	+5%	+$135	﹤0.01%	502
2018 Q2	$3K	Buy	+21	New	+$2.79K	﹤0.01%	500

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's CB Position: Q1 2021 in Review

CSat Investment Advisory increased its Chubb (CB) stake by 13% in Q1 2021, buying an estimated $1.13K and bringing the position to 62 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #447.

CSat Investment Advisory first reported a position in CB in Q2 2018 and has held it in 12 quarters since. The position peaked at $178K in Q3 2020. 1,203 funds tracked by Wall St. Rank hold CB as of Q1 2021.

CSat Investment Advisory held 62 shares of Chubb worth $10K as of Q1 2021.
CSat Investment Advisory bought 7 Chubb shares in Q1 2021, an estimated $1.13K.
Chubb made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #447 holding.
CSat Investment Advisory first reported a position in Chubb in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Chubb position peaked at $178K in Q3 2020.
1,203 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.