Lenox Wealth Advisors’s Chubb CB Stock Holding History

Lenox Wealth 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
2022 Q1	$66K	Buy	305 +6	+2%	+$1.22K	0.01%	213
2021 Q4	$58K	Sell	299 -28	-9%	-$5.26K	0.01%	236
2021 Q3	$57K	Buy	327 +228	+230%	+$40K	0.01%	219
2021 Q2	$16K	Buy	99 +13	+15%	+$2.15K	﹤0.01%	402
2021 Q1	$14K	Sell	86 -162	-65%	-$26.1K	﹤0.01%	360
2020 Q4	$38K	Buy	248 +194	+359%	+$27.2K	0.01%	217
2020 Q3	$6K	Sell	54 -160	-75%	-$20.1K	﹤0.01%	424
2020 Q2	$27K	Buy	214 +160	+296%	+$18.5K	﹤0.01%	246
2020 Q1	$6K	Sell	54 -3	-5%	-$430	﹤0.01%	395
2019 Q4	$9K	Buy	+57	New	+$8.72K	﹤0.01%	418
2019 Q2	–	Sell	-108	Closed	-$15K	–	437
2019 Q1	$15K	Buy	+108	New	+$14.4K	﹤0.01%	230
2018 Q4	–	Sell	-84	Closed	-$11K	–	372
2018 Q3	$11K	Sell	84 -16	-16%	-$2.16K	﹤0.01%	270
2018 Q2	$13K	Sell	100 -80	-44%	-$10.6K	﹤0.01%	306
2018 Q1	$25K	Buy	180 +143	+386%	+$20.7K	0.01%	242
2017 Q4	$5K	Buy	+37	New	+$5.53K	﹤0.01%	215
2017 Q1	–	Sell	-124	Closed	-$16K	–	91
2016 Q4	$16K	Sell	124 -35	-22%	-$4.46K	0.01%	88
2016 Q3	$20K	Buy	159 +35	+28%	+$4.44K	0.01%	139
2016 Q2	$16K	Hold	124	–	–	﹤0.01%	147
2016 Q1	$15K	Buy	+124	New	+$14.3K	﹤0.01%	152
2015 Q4	–	Sell	-200	Closed	-$21K	–	506
2015 Q3	$21K	Buy	+200	New	+$20.9K	0.01%	130
2014 Q1	–	Sell	-76	Closed	-$8K	–	207
2013 Q4	$8K	Buy	+76	New	+$7.46K	0.01%	186

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

Lenox Wealth Advisors's CB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Chubb (CB) stake by 2% in Q1 2022, buying an estimated $1.22K and bringing the position to 305 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #213.

Lenox Wealth Advisors first reported a position in CB in Q4 2013 and has held it in 21 quarters since. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Lenox Wealth Advisors held 305 shares of Chubb worth $66K as of Q1 2022.
Lenox Wealth Advisors bought 6 Chubb shares in Q1 2022, an estimated $1.22K.
Chubb made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #213 holding.
Lenox Wealth Advisors first reported a position in Chubb in Q4 2013 and has held it in 21 quarters since.
1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.