Kaizen Advisory’s Chubb CB Stock Holding History

Kaizen Advisory’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
2018 Q4	$167K	Buy	1,289 +131	+11%	+$16.9K	0.12%	173
2018 Q3	$155K	Hold	1,158	–	–	0.08%	182
2018 Q2	$147K	Buy	1,158 +706	+156%	+$93.8K	0.07%	179
2018 Q1	$62K	Hold	452	–	–	0.06%	165
2017 Q4	$66K	Buy	+452	New	+$67.5K	0.04%	168

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's CB Position: Q4 2018 in Review

Kaizen Advisory increased its Chubb (CB) stake by 11% in Q4 2018, buying an estimated $16.9K and bringing the position to 1,289 shares worth $167K. The position accounts for 0.12% of the portfolio, ranked #173.

Kaizen Advisory first reported a position in CB in Q4 2017 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold CB as of Q4 2018.

Kaizen Advisory held 1,289 shares of Chubb worth $167K as of Q4 2018.
Kaizen Advisory bought 131 Chubb shares in Q4 2018, an estimated $16.9K.
Chubb made up 0.12% of Kaizen Advisory's portfolio in Q4 2018, its #173 holding.
Kaizen Advisory first reported a position in Chubb in Q4 2017 and has held it in 5 quarters since.
1,082 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.