Elmwood Wealth Management’s Chubb CB Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-315	Closed	-$61K	–	136
2021 Q4	$61K	Buy	+315	New	+$59.2K	0.03%	182
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	223
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	223
2020 Q1	$2.73K	Buy	+20	New	+$2.87K	﹤0.01%	246
2019 Q4	–	Sell	-20	Closed	-$3K	–	108
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	230
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	252
2019 Q1	$3K	Hold	20	–	–	﹤0.01%	249
2018 Q4	$3K	Hold	20	–	–	﹤0.01%	256
2018 Q3	$2.67K	Hold	20	–	–	﹤0.01%	255
2018 Q2	$2.54K	Hold	20	–	–	﹤0.01%	247
2018 Q1	$2.73K	Buy	+20	New	+$2.9K	﹤0.01%	246

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Elmwood Wealth Management's CB Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Chubb (CB) in Q1 2022, closing a stake of 315 shares — an estimated $61K sold.

Elmwood Wealth Management first reported a position in CB in Q1 2018 and held it in 11 quarters. The position peaked at $61K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Elmwood Wealth Management reported no remaining Chubb position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 315 Chubb shares in Q1 2022, an estimated $61K.
Elmwood Wealth Management first reported a position in Chubb in Q1 2018 and held it in 11 quarters.
Elmwood Wealth Management's Chubb position peaked at $61K in Q4 2021.
1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.