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JOYN Advisors’s Chubb CB Stock Holding History

JOYN 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
Q1 		– Sell
-1,879
Closed -$292K – 117
2019
Q4 		$292K Sell
1,879
-36
-2% -$5.51K 0.06% 82
2019
Q3 		$309K Buy
1,915
+72
+4% +$11.1K 0.07% 74
2019
Q2 		$274K Buy
1,843
+107
+6% +$15.4K 0.06% 88
2019
Q1 		$243K Sell
1,736
-56
-3% -$7.45K 0.06% 89
2018
Q4 		$231K Sell
1,792
-135
-7% -$17.4K 0.05% 96
2018
Q3 		$258K Buy
1,927
+314
+19% +$42.5K 0.05% 122
2018
Q2 		$205K Buy
1,613
+1,277
+380% +$170K 0.04% 139
2018
Q1 		$46K Buy
+336
New +$48.7K 0.01% 474

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JOYN Advisors's CB Position: Q1 2020 in Review

JOYN Advisors sold out of Chubb (CB) in Q1 2020, closing a stake of 1,879 shares — an estimated $292K sold.

JOYN Advisors first reported a position in CB in Q1 2018 and held it in 8 quarters. The position peaked at $309K in Q3 2019. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

  • JOYN Advisors reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 1,879 Chubb shares in Q1 2020, an estimated $292K.
  • JOYN Advisors first reported a position in Chubb in Q1 2018 and held it in 8 quarters.
  • JOYN Advisors's Chubb position peaked at $309K in Q3 2019.
  • 1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.