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Lodestar Investment Counsel’s Chubb CB Stock Holding History

Lodestar Investment Counsel’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
2019
Q2 		$224K Hold
1,520
– – 0.02% 169
2019
Q1 		$213K Buy
+1,520
New +$202K 0.02% 167
2018
Q4 		– Sell
-1,520
Closed -$203K – 168
2018
Q3 		$203K Buy
+1,520
New +$206K 0.02% 171
2018
Q2 		– Sell
-1,520
Closed -$208K – 182
2018
Q1 		$208K Hold
1,520
– – 0.02% 167
2017
Q4 		$222K Buy
+1,520
New +$227K 0.03% 165

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Lodestar Investment Counsel's CB Position: Q2 2019 in Review

Lodestar Investment Counsel held its Chubb (CB) position steady in Q2 2019 at 1,520 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #169.

Lodestar Investment Counsel first reported a position in CB in Q4 2017 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

  • Lodestar Investment Counsel held 1,520 shares of Chubb worth $224K as of Q2 2019.
  • Lodestar Investment Counsel left its Chubb share count unchanged in Q2 2019.
  • Chubb made up 0.02% of Lodestar Investment Counsel's portfolio in Q2 2019, its #169 holding.
  • Lodestar Investment Counsel first reported a position in Chubb in Q4 2017 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.