IndexIQ Advisors’s Chubb CB Stock Holding History

IndexIQ 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
2022 Q1	$4.67M	Sell	21,857 -2,842	-12%	-$578K	0.17%	117
2021 Q4	$4.78M	Sell	24,699 -59	-0.2%	-$11.1K	0.16%	104
2021 Q3	$4.29M	Buy	24,758 +24	+0.1%	+$4.21K	0.14%	114
2021 Q2	$3.93M	Buy	24,734 +231	+0.9%	+$38.3K	0.13%	113
2021 Q1	$3.87M	Buy	24,503 +18,994	+345%	+$3.06M	0.14%	115
2020 Q4	$848K	Buy	5,509 +2,582	+88%	+$362K	0.03%	261
2020 Q3	$340K	Buy	2,927 +1,775	+154%	+$223K	0.01%	372
2020 Q2	$146K	Buy	1,152 +1,018	+760%	+$118K	0.01%	796
2020 Q1	$15K	Sell	134 -3	-2%	-$430	﹤0.01%	803
2019 Q4	$21K	Buy	+137	New	+$21K	﹤0.01%	588
2019 Q1	–	Sell	-51,192	Closed	-$6.61M	–	593
2018 Q4	$6.61M	Buy	51,192 +18,580	+57%	+$2.4M	0.18%	89
2018 Q3	$4.36M	Sell	32,612 -14,993	-31%	-$2.03M	0.14%	126
2018 Q2	$6.05M	Buy	47,605 +15,848	+50%	+$2.11M	0.19%	123
2018 Q1	$4.34M	Buy	31,757 +26,096	+461%	+$3.78M	0.14%	143
2017 Q4	$827K	Buy	+5,661	New	+$846K	0.03%	434

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

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

IndexIQ Advisors's CB Position: Q1 2022 in Review

IndexIQ Advisors reduced its Chubb (CB) stake by 12% in Q1 2022, selling an estimated $578K and leaving 21,857 shares worth $4.67M. The position accounts for 0.17% of the portfolio, ranked #117.

IndexIQ Advisors first reported a position in CB in Q4 2017 and has held it in 15 quarters since. The position peaked at $6.61M in Q4 2018. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

IndexIQ Advisors held 21,857 shares of Chubb worth $4.67M as of Q1 2022.
IndexIQ Advisors sold 2,842 Chubb shares in Q1 2022, an estimated $578K.
Chubb made up 0.17% of IndexIQ Advisors's portfolio in Q1 2022, its #117 holding.
IndexIQ Advisors first reported a position in Chubb in Q4 2017 and has held it in 15 quarters since.
IndexIQ Advisors's Chubb position peaked at $6.61M in Q4 2018.
1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.