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Goodwin Investment Advisory’s Chubb CB Stock Holding History

Goodwin Investment Advisory’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
2021
Q3 		– Sell
-258
Closed -$41K – 144
2021
Q2 		$41K Hold
258
– – 0.04% 79
2021
Q1 		$41K Buy
+258
New +$41.6K 0.05% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goodwin Investment Advisory's CB Position: Q3 2021 in Review

Goodwin Investment Advisory sold out of Chubb (CB) in Q3 2021, closing a stake of 258 shares — an estimated $41K sold.

Goodwin Investment Advisory first reported a position in CB in Q1 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • Goodwin Investment Advisory reported no remaining Chubb position as of Q3 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 258 Chubb shares in Q3 2021, an estimated $41K.
  • Goodwin Investment Advisory first reported a position in Chubb in Q1 2021 and held it in 2 quarters.
  • Goodwin Investment Advisory's Chubb position peaked at $41K in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Goodwin Investment Advisory's 13F filing for Q3 2021, filed 1 Nov 2021.