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LifePlan Financial Group’s Chubb CB Stock Holding History

LifePlan Financial Group’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
Q3 		– Sell
-9
Closed -$1K – 574
2020
Q2 		$1K Hold
9
– – ﹤0.01% 543
2020
Q1 		$1K Hold
9
– – ﹤0.01% 518
2019
Q4 		$1K Buy
+9
New +$1.38K ﹤0.01% 523

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Capital International Investors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial Group's CB Position: Q3 2020 in Review

LifePlan Financial Group sold out of Chubb (CB) in Q3 2020, closing a stake of 9 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in CB in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 1,054 funds tracked by Wall St. Rank hold CB as of Q3 2020.

  • LifePlan Financial Group reported no remaining Chubb position as of Q3 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 9 Chubb shares in Q3 2020, an estimated $1K.
  • LifePlan Financial Group first reported a position in Chubb in Q4 2019 and held it in 3 quarters.
  • LifePlan Financial Group's Chubb position peaked at $1K in Q2 2020.
  • 1,054 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.