Halpern Financial’s Chubb CB Stock Holding History

Halpern Financial’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 Q4	–	Sell	-30	Closed	-$5.2K	–	255
2021 Q3	$5.2K	Hold	30	–	–	﹤0.01%	210
2021 Q2	$4.77K	Hold	30	–	–	﹤0.01%	183
2021 Q1	$4.74K	Buy	+30	New	+$4.83K	﹤0.01%	185

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Halpern Financial's CB Position: Q4 2021 in Review

Halpern Financial sold out of Chubb (CB) in Q4 2021, closing a stake of 30 shares — an estimated $5.2K sold.

Halpern Financial first reported a position in CB in Q1 2021 and held it in 3 quarters. The position peaked at $5.2K in Q3 2021. 1,322 funds tracked by Wall St. Rank hold CB as of Q4 2021.

Halpern Financial reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 30 Chubb shares in Q4 2021, an estimated $5.2K.
Halpern Financial first reported a position in Chubb in Q1 2021 and held it in 3 quarters.
Halpern Financial's Chubb position peaked at $5.2K in Q3 2021.
1,322 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.