EPG Wealth Management’s Chubb CB Stock Holding History

EPG 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
2020 Q2	–	Sell	-19	Closed	-$2K	–	221
2020 Q1	$2K	Buy	19 +12	+171%	+$1.72K	﹤0.01%	682
2019 Q4	$1K	Buy	+7	New	+$1.07K	﹤0.01%	630

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EPG Wealth Management's CB Position: Q2 2020 in Review

EPG Wealth Management sold out of Chubb (CB) in Q2 2020, closing a stake of 19 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in CB in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 1,069 funds tracked by Wall St. Rank hold CB as of Q2 2020.

EPG Wealth Management reported no remaining Chubb position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 19 Chubb shares in Q2 2020, an estimated $2K.
EPG Wealth Management first reported a position in Chubb in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Chubb position peaked at $2K in Q1 2020.
1,069 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.