Lenox Wealth Management’s Chubb CB Stock Holding History

Lenox Wealth 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
2020 Q2	$203K	Buy	1,598 +61	+4%	+$7.07K	0.06%	149
2020 Q1	$172K	Buy	1,537 +85	+6%	+$12.2K	0.06%	146
2019 Q4	$227K	Sell	1,452 -140	-9%	-$21.4K	0.06%	139
2019 Q3	$258K	Buy	1,592 +53	+3%	+$8.2K	0.08%	126
2019 Q2	$226K	Buy	1,539 +85	+6%	+$12.3K	0.07%	125
2019 Q1	$204K	Buy	1,454 +69	+5%	+$9.18K	0.06%	125
2018 Q4	$180K	Sell	1,385 -34	-2%	-$4.39K	0.06%	122
2018 Q3	$191K	Sell	1,419 -88	-6%	-$11.9K	0.06%	147
2018 Q2	$193K	Buy	1,507 +472	+46%	+$62.7K	0.06%	137
2018 Q1	$142K	Buy	1,035 +289	+39%	+$41.9K	0.05%	152
2017 Q4	$110K	Buy	746 +92	+14%	+$13.7K	0.03%	157
2017 Q3	$93K	Buy	654 +103	+19%	+$14.9K	0.03%	169
2017 Q2	$80K	Buy	+551	New	+$77.6K	0.03%	171

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lenox Wealth Management's CB Position: Q2 2020 in Review

Lenox Wealth Management increased its Chubb (CB) stake by 4% in Q2 2020, buying an estimated $7.07K and bringing the position to 1,598 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #149.

Lenox Wealth Management first reported a position in CB in Q2 2017 and has held it in 13 quarters since. The position peaked at $258K in Q3 2019. 1,069 funds tracked by Wall St. Rank hold CB as of Q2 2020.

Lenox Wealth Management held 1,598 shares of Chubb worth $203K as of Q2 2020.
Lenox Wealth Management bought 61 Chubb shares in Q2 2020, an estimated $7.07K.
Chubb made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #149 holding.
Lenox Wealth Management first reported a position in Chubb in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Chubb position peaked at $258K in Q3 2019.
1,069 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.