Elm Advisors’s Chubb CB Stock Holding History

Elm Advisors’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	–	Sell	-702	Closed	-$108K	–	112
2020 Q4	$108K	Buy	+702	New	+$98.4K	0.07%	112
2018 Q4	–	Sell	-768	Closed	-$103K	–	110
2018 Q3	$103K	Buy	+768	New	+$104K	0.07%	118
2016 Q1	–	Sell	-2,036	Closed	-$270K	–	75
2015 Q4	$270K	Buy	+2,036	New	+$230K	0.27%	56

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

Elm Advisors's CB Position: Q1 2021 in Review

Elm Advisors sold out of Chubb (CB) in Q1 2021, closing a stake of 702 shares — an estimated $108K sold.

Elm Advisors first reported a position in CB in Q4 2015 and held it in 3 quarters. The position peaked at $270K in Q4 2015. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Elm Advisors reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 702 Chubb shares in Q1 2021, an estimated $108K.
Elm Advisors first reported a position in Chubb in Q4 2015 and held it in 3 quarters.
Elm Advisors's Chubb position peaked at $270K in Q4 2015.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.