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Disciplined Growth Investors’s Chubb CB Stock Holding History

Disciplined Growth Investors’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
2022
Q2 		– Sell
-2,462
Closed -$527K – 77
2022
Q1 		$527K Sell
2,462
-486
-16% -$98.8K 0.01% 75
2021
Q4 		$570K Buy
+2,948
New +$554K 0.01% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Growth Investors's CB Position: Q2 2022 in Review

Disciplined Growth Investors sold out of Chubb (CB) in Q2 2022, closing a stake of 2,462 shares — an estimated $527K sold.

Disciplined Growth Investors first reported a position in CB in Q4 2021 and held it in 2 quarters. The position peaked at $570K in Q4 2021. 1,403 funds tracked by Wall St. Rank hold CB as of Q2 2022.

  • Disciplined Growth Investors reported no remaining Chubb position as of Q2 2022 after selling out during the quarter.
  • Disciplined Growth Investors sold 2,462 Chubb shares in Q2 2022, an estimated $527K.
  • Disciplined Growth Investors first reported a position in Chubb in Q4 2021 and held it in 2 quarters.
  • Disciplined Growth Investors's Chubb position peaked at $570K in Q4 2021.
  • 1,403 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on Disciplined Growth Investors's 13F filing for Q2 2022, filed 15 Aug 2022.