Harvest Group Wealth Management’s Chubb CB Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-340	Closed	-$52K	–	132
2020 Q4	$52K	Buy	340 +72	+27%	+$10.1K	0.03%	104
2020 Q3	$31K	Hold	268	–	–	0.02%	121
2020 Q2	$33K	Hold	268	–	–	0.03%	108
2020 Q1	$29K	Hold	268	–	–	0.03%	107
2019 Q4	$41K	Hold	268	–	–	0.04%	87
2019 Q3	$43K	Hold	268	–	–	0.05%	83
2019 Q2	$39K	Sell	268 -62	-19%	-$8.95K	0.05%	85
2019 Q1	$46K	Buy	+330	New	+$43.9K	0.04%	92

Other funds holding CB

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harvest Group Wealth Management's CB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Chubb (CB) in Q1 2021, closing a stake of 340 shares — an estimated $52K sold.

Harvest Group Wealth Management first reported a position in CB in Q1 2019 and held it in 8 quarters. The position peaked at $52K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Harvest Group Wealth Management reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 340 Chubb shares in Q1 2021, an estimated $52K.
Harvest Group Wealth Management first reported a position in Chubb in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Chubb position peaked at $52K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.