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Industrial Alliance Investment Management’s Chubb CB Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-1,390
Closed -$268K – 34
2023
Q2 		$268K Sell
1,390
-3,760
-73% -$737K 0.14% 66
2023
Q1 		$1M Sell
5,150
-23,962
-82% -$5.04M 0.03% 303
2022
Q4 		$6.42M Buy
29,112
+113
+0.4% +$23.5K 0.18% 130
2022
Q3 		$5.27M Sell
28,999
-22,083
-43% -$4.19M 0.16% 134
2022
Q2 		$10M Sell
51,082
-46,174
-47% -$9.51M 0.29% 85
2022
Q1 		$20.8M Buy
97,256
+5,097
+6% +$1.04M 0.49% 51
2021
Q4 		$17.8M Buy
+92,159
New +$17.3M 0.41% 56

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Industrial Alliance Investment Management's CB Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Chubb (CB) in Q3 2023, closing a stake of 1,390 shares — an estimated $268K sold.

Industrial Alliance Investment Management first reported a position in CB in Q4 2021 and held it in 7 quarters. The position peaked at $20.8M in Q1 2022. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,390 Chubb shares in Q3 2023, an estimated $268K.
  • Industrial Alliance Investment Management first reported a position in Chubb in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Chubb position peaked at $20.8M in Q1 2022.
  • 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.