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MPS Loria Financial Planners’s Chubb CB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-39
Closed -$6K – 169
2021
Q1 		$6K Hold
39
– – ﹤0.01% 330
2020
Q4 		$6K Buy
+39
New +$5.47K ﹤0.01% 343

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's CB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Chubb (CB) in Q2 2021, closing a stake of 39 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in CB in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 1,208 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Chubb position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 39 Chubb shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in Chubb in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Chubb position peaked at $6K in Q1 2021.
  • 1,208 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.