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Graves Light Lenhart Wealth’s Chubb CB Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-89
Closed -$17K – 230
2022
Q2 		$17K Hold
89
– – ﹤0.01% 435
2022
Q1 		$19K Hold
89
– – ﹤0.01% 472
2021
Q4 		$17K Buy
+89
New +$16.7K ﹤0.01% 543

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graves Light Lenhart Wealth's CB Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Chubb (CB) in Q3 2022, closing a stake of 89 shares — an estimated $17K sold.

Graves Light Lenhart Wealth first reported a position in CB in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 89 Chubb shares in Q3 2022, an estimated $17K.
  • Graves Light Lenhart Wealth first reported a position in Chubb in Q4 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Chubb position peaked at $19K in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.