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Disciplined Investments’s Chubb CB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-21
Closed -$4.04K – 327
2023
Q2 		$4.04K Buy
21
+1
+5% +$196 ﹤0.01% 451
2023
Q1 		$3.88K Sell
20
-5
-20% -$1.05K ﹤0.01% 477
2022
Q4 		$5.51K Buy
25
+7
+39% +$1.46K ﹤0.01% 391
2022
Q3 		$3K Sell
18
-1
-5% -$190 ﹤0.01% 499
2022
Q2 		$4K Sell
19
-2
-10% -$412 ﹤0.01% 468
2022
Q1 		$4K Buy
+21
New +$4.27K ﹤0.01% 487

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Disciplined Investments's CB Position: Q3 2023 in Review

Disciplined Investments sold out of Chubb (CB) in Q3 2023, closing a stake of 21 shares — an estimated $4.04K sold.

Disciplined Investments first reported a position in CB in Q1 2022 and held it in 6 quarters. The position peaked at $5.51K in Q4 2022. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Disciplined Investments reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 Chubb shares in Q3 2023, an estimated $4.04K.
  • Disciplined Investments first reported a position in Chubb in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Chubb position peaked at $5.51K in Q4 2022.
  • 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.