Kula Investments’s Chubb CB Stock Holding History

Kula Investments’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 Q1	$573K	Buy	+2,952	New	+$620K	0.14%	266

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's CB Position: Q1 2023 in Review

Kula Investments opened a new position in Chubb (CB) in Q1 2023: 2,952 shares worth $573K. The stake represents 0.14% of the portfolio and ranks #266 among its holdings.

1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

Kula Investments held 2,952 shares of Chubb worth $573K as of Q1 2023.
Chubb was a new Kula Investments position in Q1 2023.
Chubb made up 0.14% of Kula Investments's portfolio in Q1 2023, its #266 holding.
1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.