Essex Investment Management’s Chubb CB Stock Holding History

Essex Investment 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	-793	Closed	-$153K	–	398
2021 Q4	$153K	Hold	793	–	–	0.02%	318
2021 Q3	$138K	Sell	793 -5	-0.6%	-$876	0.02%	329
2021 Q2	$127K	Hold	798	–	–	0.01%	331
2021 Q1	$126K	Buy	798 +15	+2%	+$2.42K	0.02%	350
2020 Q4	$121K	Sell	783 -50	-6%	-$7.01K	0.02%	364
2020 Q3	$97K	Buy	833 +102	+14%	+$12.8K	0.01%	371
2020 Q2	$93K	Hold	731	–	–	0.02%	331
2020 Q1	$82K	Hold	731	–	–	0.02%	315
2019 Q4	$114K	Hold	731	–	–	0.01%	379
2019 Q3	$118K	Hold	731	–	–	0.02%	371
2019 Q2	$108K	Hold	731	–	–	0.01%	380
2019 Q1	$102K	Hold	731	–	–	0.02%	376
2018 Q4	$94K	Buy	+731	New	+$94.5K	0.01%	378

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Essex Investment Management's CB Position: Q1 2022 in Review

Essex Investment Management sold out of Chubb (CB) in Q1 2022, closing a stake of 793 shares — an estimated $153K sold.

Essex Investment Management first reported a position in CB in Q4 2018 and held it in 13 quarters. The position peaked at $153K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Essex Investment Management reported no remaining Chubb position as of Q1 2022 after selling out during the quarter.
Essex Investment Management sold 793 Chubb shares in Q1 2022, an estimated $153K.
Essex Investment Management first reported a position in Chubb in Q4 2018 and held it in 13 quarters.
Essex Investment Management's Chubb position peaked at $153K in Q4 2021.
1,396 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.