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Granite Bay Wealth Management’s Chubb CB Stock Holding History

Granite Bay Wealth 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
Q1 		– Sell
-7,200
Closed -$1.57M – 97
2023
Q4 		$1.57M Sell
7,200
-360
-5% -$78.7K 0.01% 180
2023
Q3 		$1.53M Buy
+7,560
New +$1.53M 0.02% 186

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Granite Bay Wealth Management's CB Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Chubb (CB) in Q1 2024, closing a stake of 7,200 shares — an estimated $1.57M sold.

Granite Bay Wealth Management first reported a position in CB in Q3 2023 and held it in 2 quarters. The position peaked at $1.57M in Q4 2023. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 7,200 Chubb shares in Q1 2024, an estimated $1.57M.
  • Granite Bay Wealth Management first reported a position in Chubb in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Chubb position peaked at $1.57M in Q4 2023.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.