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Emerald Advisors’s Chubb CB Stock Holding History

Emerald 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
Q4 		– Sell
-3,008
Closed -$522K – 94
2021
Q3 		$522K Buy
3,008
+82
+3% +$14.4K 0.15% 55
2021
Q2 		$465K Buy
2,926
+143
+5% +$23.7K 0.15% 58
2021
Q1 		$440K Sell
2,783
-576
-17% -$92.8K 0.16% 48
2020
Q4 		$517K Buy
+3,359
New +$471K 0.18% 38

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Emerald Advisors's CB Position: Q4 2021 in Review

Emerald Advisors sold out of Chubb (CB) in Q4 2021, closing a stake of 3,008 shares — an estimated $522K sold.

Emerald Advisors first reported a position in CB in Q4 2020 and held it in 4 quarters. The position peaked at $522K in Q3 2021. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • Emerald Advisors reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
  • Emerald Advisors sold 3,008 Chubb shares in Q4 2021, an estimated $522K.
  • Emerald Advisors first reported a position in Chubb in Q4 2020 and held it in 4 quarters.
  • Emerald Advisors's Chubb position peaked at $522K in Q3 2021.
  • 1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Emerald Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.