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Financial Enhancement Group’s Chubb CB Stock Holding History

Financial Enhancement Group’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
2023
Q1 		– Sell
-5,504
Closed -$1.19M – 117
2022
Q4 		$1.19M Buy
+5,504
New +$1.15M 0.23% 78

Other funds holding CB

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Enhancement Group's CB Position: Q1 2023 in Review

Financial Enhancement Group sold out of Chubb (CB) in Q1 2023, closing a stake of 5,504 shares — an estimated $1.19M sold.

Financial Enhancement Group first reported a position in CB in Q4 2022 and held it in 1 quarter. The position peaked at $1.19M in Q4 2022. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Financial Enhancement Group reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Financial Enhancement Group sold 5,504 Chubb shares in Q1 2023, an estimated $1.19M.
  • Financial Enhancement Group first reported a position in Chubb in Q4 2022 and held it in 1 quarter.
  • Financial Enhancement Group's Chubb position peaked at $1.19M in Q4 2022.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Financial Enhancement Group's 13F filing for Q1 2023, filed 17 May 2023.