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Fernwood Investment Management’s Chubb CB Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-266
Closed -$68.9K – 268
2024
Q1 		$68.9K Buy
+266
New +$65.4K 0.02% 309

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's CB Position: Q2 2024 in Review

Fernwood Investment Management sold out of Chubb (CB) in Q2 2024, closing a stake of 266 shares — an estimated $68.9K sold.

Fernwood Investment Management first reported a position in CB in Q1 2024 and held it in 1 quarter. The position peaked at $68.9K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Fernwood Investment Management reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 266 Chubb shares in Q2 2024, an estimated $68.9K.
  • Fernwood Investment Management first reported a position in Chubb in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Chubb position peaked at $68.9K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.