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Elkhorn Investments’s Chubb CB Stock Holding History

Elkhorn 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
2017
Q4 		$1.95M Buy
13,703
+2,627
+24% +$392K 1.02% 40
2017
Q3 		$1.58M Buy
11,076
+1,162
+12% +$168K 1.17% 10
2017
Q2 		$1.49M Buy
9,914
+566
+6% +$79.7K 1.16% 13
2017
Q1 		$1.27M Buy
+9,348
New +$1.26M 1.05% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Elkhorn Investments's CB Position: Q4 2017 in Review

Elkhorn Investments increased its Chubb (CB) stake by 24% in Q4 2017, buying an estimated $392K and bringing the position to 13,703 shares worth $1.95M. The position accounts for 1.02% of the portfolio, ranked #40.

Elkhorn Investments first reported a position in CB in Q1 2017 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • Elkhorn Investments held 13,703 shares of Chubb worth $1.95M as of Q4 2017.
  • Elkhorn Investments bought 2,627 Chubb shares in Q4 2017, an estimated $392K.
  • Chubb made up 1.02% of Elkhorn Investments's portfolio in Q4 2017, its #40 holding.
  • Elkhorn Investments first reported a position in Chubb in Q1 2017 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.