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Lourd Capital’s Chubb CB Stock Holding History

Lourd Capital’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 		$280K Buy
1,902
+57
+3% +$8.23K 0.03% 102
2019
Q1 		$258K Sell
1,845
-584
-24% -$77.7K 0.03% 100
2018
Q4 		$314K Buy
2,429
+83
+4% +$10.7K 0.02% 187
2018
Q3 		$314K Buy
+2,346
New +$317K 0.02% 202
2018
Q1 		– Sell
-2,506
Closed -$366K – 150
2017
Q4 		$366K Buy
2,506
+466
+23% +$69.6K 0.02% 201
2017
Q3 		$291K Buy
2,040
+72
+4% +$10.4K 0.03% 94
2017
Q2 		$286K Buy
1,968
+236
+14% +$33.2K 0.03% 94
2017
Q1 		$236K Buy
+1,732
New +$233K 0.02% 97

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

Lourd Capital's CB Position: Q2 2019 in Review

Lourd Capital increased its Chubb (CB) stake by 3.1% in Q2 2019, buying an estimated $8.23K and bringing the position to 1,902 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #102.

Lourd Capital first reported a position in CB in Q1 2017 and has held it in 8 quarters since. The position peaked at $366K in Q4 2017. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

  • Lourd Capital held 1,902 shares of Chubb worth $280K as of Q2 2019.
  • Lourd Capital bought 57 Chubb shares in Q2 2019, an estimated $8.23K.
  • Chubb made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #102 holding.
  • Lourd Capital first reported a position in Chubb in Q1 2017 and has held it in 8 quarters since.
  • Lourd Capital's Chubb position peaked at $366K in Q4 2017.
  • 1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.