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Hoover Financial Advisors’s Chubb CB Stock Holding History

Hoover Financial Advisors’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
Q2 		$57K Sell
356
-25
-7% -$4.14K 0.01% 262
2021
Q1 		$64K Sell
381
-88
-19% -$14.2K 0.01% 243
2020
Q4 		$73K Buy
+469
New +$65.7K 0.02% 206
2020
Q3 		– Sell
-416
Closed -$53K – 239
2020
Q2 		$53K Buy
+416
New +$48.2K 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
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
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

Hoover Financial Advisors's CB Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Chubb (CB) stake by 6.6% in Q2 2021, selling an estimated $4.14K and leaving 356 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #262.

Hoover Financial Advisors first reported a position in CB in Q2 2020 and has held it in 4 quarters since. The position peaked at $73K in Q4 2020. 1,209 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • Hoover Financial Advisors held 356 shares of Chubb worth $57K as of Q2 2021.
  • Hoover Financial Advisors sold 25 Chubb shares in Q2 2021, an estimated $4.14K.
  • Chubb made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #262 holding.
  • Hoover Financial Advisors first reported a position in Chubb in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Chubb position peaked at $73K in Q4 2020.
  • 1,209 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.