Desjardins Global Asset Management’s Chubb CB Stock Holding History

Desjardins Global 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 Q4	$1.78M	Buy	7,887 +498	+7%	+$109K	0.19%	127
2023 Q3	$1.54M	Buy	7,389 +678	+10%	+$137K	0.17%	142
2023 Q2	$1.29M	Buy	6,711 +842	+14%	+$165K	0.15%	152
2023 Q1	$1.14M	Buy	5,869 +1,862	+46%	+$391K	0.14%	134
2022 Q4	$883K	Buy	4,007 +51	+1%	+$10.6K	0.14%	151
2022 Q3	$719K	Buy	3,956 +34	+0.9%	+$6.46K	0.09%	190
2022 Q2	$770K	Sell	3,922 -461	-11%	-$95K	0.1%	181
2022 Q1	$937K	Sell	4,383 -33	-0.7%	-$6.71K	0.08%	195
2021 Q4	$853K	Buy	+4,416	New	+$830K	0.07%	213

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

Desjardins Global Asset Management's CB Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Chubb (CB) stake by 6.7% in Q4 2023, buying an estimated $109K and bringing the position to 7,887 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #127.

Desjardins Global Asset Management first reported a position in CB in Q4 2021 and has held it in 9 quarters since. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Desjardins Global Asset Management held 7,887 shares of Chubb worth $1.78M as of Q4 2023.
Desjardins Global Asset Management bought 498 Chubb shares in Q4 2023, an estimated $109K.
Chubb made up 0.19% of Desjardins Global Asset Management's portfolio in Q4 2023, its #127 holding.
Desjardins Global Asset Management first reported a position in Chubb in Q4 2021 and has held it in 9 quarters since.
1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.