Kings Point Capital Management’s Chubb CB Stock Holding History

Kings Point Capital 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
2022 Q1	$97K	Buy	452 +7	+2%	+$1.42K	0.01%	282
2021 Q4	$86K	Buy	445 +45	+11%	+$8.45K	0.01%	320
2021 Q3	$69K	Hold	400	–	–	0.01%	321
2021 Q2	$64K	Hold	400	–	–	0.01%	325
2021 Q1	$63K	Sell	400 -30	-7%	-$4.83K	0.01%	317
2020 Q4	$66K	Buy	430 +30	+8%	+$4.21K	0.01%	290
2020 Q3	$46K	Hold	400	–	–	0.01%	320
2020 Q2	$51K	Hold	400	–	–	0.01%	276
2020 Q1	$45K	Sell	400 -67	-14%	-$9.61K	0.01%	287
2019 Q4	$73K	Hold	467	–	–	0.01%	272
2019 Q3	$75K	Hold	467	–	–	0.01%	250
2019 Q2	$69K	Buy	467 +53	+13%	+$7.65K	0.01%	224
2019 Q1	$58K	Hold	414	–	–	0.01%	218
2018 Q4	$53K	Buy	+414	New	+$53.5K	0.01%	214

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

Kings Point Capital Management's CB Position: Q1 2022 in Review

Kings Point Capital Management increased its Chubb (CB) stake by 1.6% in Q1 2022, buying an estimated $1.42K and bringing the position to 452 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #282.

Kings Point Capital Management first reported a position in CB in Q4 2018 and has held it in 14 quarters since. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Kings Point Capital Management held 452 shares of Chubb worth $97K as of Q1 2022.
Kings Point Capital Management bought 7 Chubb shares in Q1 2022, an estimated $1.42K.
Chubb made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #282 holding.
Kings Point Capital Management first reported a position in Chubb in Q4 2018 and has held it in 14 quarters since.
1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.