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Fund Evaluation Group’s Chubb CB Stock Holding History

Fund Evaluation 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
2018
Q4 		– Sell
-8,450
Closed -$1.13M – 36
2018
Q3 		$1.13M Sell
8,450
-800
-9% -$108K 0.19% 64
2018
Q2 		$1.18M Hold
9,250
– – 0.19% 63
2018
Q1 		$1.26M Hold
9,250
– – 0.14% 59
2017
Q4 		$1.35M Buy
+9,250
New +$1.38M 0.15% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fund Evaluation Group's CB Position: Q4 2018 in Review

Fund Evaluation Group sold out of Chubb (CB) in Q4 2018, closing a stake of 8,450 shares — an estimated $1.13M sold.

Fund Evaluation Group first reported a position in CB in Q4 2017 and held it in 4 quarters. The position peaked at $1.35M in Q4 2017. 1,082 funds tracked by Wall St. Rank hold CB as of Q4 2018.

  • Fund Evaluation Group reported no remaining Chubb position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 8,450 Chubb shares in Q4 2018, an estimated $1.13M.
  • Fund Evaluation Group first reported a position in Chubb in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Chubb position peaked at $1.35M in Q4 2017.
  • 1,082 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.