Lucia Wealth Services’s Chubb CB Stock Holding History

Lucia Wealth Services’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	$1.11M	Buy	9,531 +1,839	+24%	+$231K	0.26%	66
2020 Q2	$974K	Buy	+7,692	New	+$891K	0.26%	67
2019 Q2	–	Sell	-2,116	Closed	-$296K	–	175
2019 Q1	$296K	Sell	2,116 -162	-7%	-$21.5K	0.1%	106
2018 Q4	$294K	Sell	2,278 -1,010	-31%	-$131K	0.14%	99
2018 Q3	$439K	Sell	3,288 -674	-17%	-$91.2K	0.14%	105
2018 Q2	$503K	Sell	3,962 -11,398	-74%	-$1.51M	0.22%	87
2018 Q1	$2.1M	Buy	15,360 +4,240	+38%	+$614K	0.68%	58
2017 Q4	$1.63M	Buy	+11,120	New	+$1.66M	0.72%	38

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lucia Wealth Services's CB Position: Q3 2020 in Review

Lucia Wealth Services increased its Chubb (CB) stake by 24% in Q3 2020, buying an estimated $231K and bringing the position to 9,531 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #66.

Lucia Wealth Services first reported a position in CB in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.1M in Q1 2018. 1,054 funds tracked by Wall St. Rank hold CB as of Q3 2020.

Lucia Wealth Services held 9,531 shares of Chubb worth $1.11M as of Q3 2020.
Lucia Wealth Services bought 1,839 Chubb shares in Q3 2020, an estimated $231K.
Chubb made up 0.26% of Lucia Wealth Services's portfolio in Q3 2020, its #66 holding.
Lucia Wealth Services first reported a position in Chubb in Q4 2017 and has held it in 8 quarters since.
Lucia Wealth Services's Chubb position peaked at $2.1M in Q1 2018.
1,054 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.