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Meitav Investment House’s Chubb CB Stock Holding History

Meitav Investment House’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
Q4 		– Sell
-1,500
Closed -$238K – 432
2019
Q3 		$238K Hold
1,500
– – 0.02% 380
2019
Q2 		$221K Hold
1,500
– – 0.01% 390
2019
Q1 		$209K Sell
1,500
-1,500
-50% -$200K 0.01% 357
2018
Q4 		$388K Hold
3,000
– – 0.02% 225
2018
Q3 		$401K Buy
+3,000
New +$406K 0.02% 356

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Meitav Investment House's CB Position: Q4 2019 in Review

Meitav Investment House sold out of Chubb (CB) in Q4 2019, closing a stake of 1,500 shares — an estimated $238K sold.

Meitav Investment House first reported a position in CB in Q3 2018 and held it in 5 quarters. The position peaked at $401K in Q3 2018. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • Meitav Investment House reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
  • Meitav Investment House sold 1,500 Chubb shares in Q4 2019, an estimated $238K.
  • Meitav Investment House first reported a position in Chubb in Q3 2018 and held it in 5 quarters.
  • Meitav Investment House's Chubb position peaked at $401K in Q3 2018.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Meitav Investment House's 13F filing for Q4 2019, filed 10 Feb 2020.