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Horan Capital Advisors’s Chubb CB Stock Holding History

Horan Capital 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
2020
Q4 		– Sell
-465
Closed -$54K – 117
2020
Q3 		$54K Buy
+465
New +$58.4K 0.03% 169
2020
Q1 		– Sell
-465
Closed -$72K – 104
2019
Q4 		$72K Hold
465
– – 0.04% 125
2019
Q3 		$75K Buy
+465
New +$71.9K 0.05% 119
2019
Q2 		– Sell
-465
Closed -$65K – 99
2019
Q1 		$65K Buy
+465
New +$61.9K 0.04% 129
2017
Q4 		– Sell
-930
Closed -$133K – 102
2017
Q3 		$133K Buy
+930
New +$135K 0.08% 89

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Horan Capital Advisors's CB Position: Q4 2020 in Review

Horan Capital Advisors sold out of Chubb (CB) in Q4 2020, closing a stake of 465 shares — an estimated $54K sold.

Horan Capital Advisors first reported a position in CB in Q3 2017 and held it in 5 quarters. The position peaked at $133K in Q3 2017. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

  • Horan Capital Advisors reported no remaining Chubb position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 465 Chubb shares in Q4 2020, an estimated $54K.
  • Horan Capital Advisors first reported a position in Chubb in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Chubb position peaked at $133K in Q3 2017.
  • 1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.