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Lee Financial’s Chubb CB Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-58
Closed -$13.1K – 255
2023
Q4 		$13.1K Buy
+58
New +$12.7K ﹤0.01% 386
2023
Q2 		– Sell
-166
Closed -$32.5K – 778
2023
Q1 		$32.4K Buy
166
+122
+277% +$25.6K 0.01% 260
2022
Q4 		$9.71K Hold
44
– – ﹤0.01% 471
2022
Q3 		$8K Sell
44
-4
-8% -$760 ﹤0.01% 471
2022
Q2 		$9K Buy
48
+5
+12% +$1.03K ﹤0.01% 460
2022
Q1 		$9K Buy
+43
New +$8.74K ﹤0.01% 446
2021
Q2 		– Sell
-160
Closed -$25K – 669
2021
Q1 		$25K Hold
160
– – 0.01% 277
2020
Q4 		$25K Hold
160
– – 0.01% 263
2020
Q3 		$19K Sell
160
-14
-8% -$1.76K 0.01% 310
2020
Q2 		$22K Buy
174
+160
+1,143% +$18.5K 0.01% 266
2020
Q1 		$2K Hold
14
– – ﹤0.01% 431
2019
Q4 		$2K Hold
14
– – ﹤0.01% 458
2019
Q3 		$2K Hold
14
– – ﹤0.01% 472
2019
Q2 		$2K Hold
14
– – ﹤0.01% 479
2019
Q1 		$2K Buy
+14
New +$1.86K ﹤0.01% 465
2018
Q3 		– Sell
-91
Closed -$12K – 502
2018
Q2 		$12K Buy
91
+15
+20% +$1.99K ﹤0.01% 440
2018
Q1 		$10K Buy
+76
New +$11K ﹤0.01% 465
2017
Q1 		– Sell
-111
Closed -$13K – 409
2016
Q4 		$13K Buy
+111
New +$14.2K 0.01% 254

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's CB Position: Q1 2024 in Review

Lee Financial sold out of Chubb (CB) in Q1 2024, closing a stake of 58 shares — an estimated $13.1K sold.

Lee Financial first reported a position in CB in Q4 2016 and held it in 18 quarters. The position peaked at $32.4K in Q1 2023. 1,699 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Lee Financial reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 58 Chubb shares in Q1 2024, an estimated $13.1K.
  • Lee Financial first reported a position in Chubb in Q4 2016 and held it in 18 quarters.
  • Lee Financial's Chubb position peaked at $32.4K in Q1 2023.
  • 1,699 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.