Needelman Asset Management’s Chubb CB Stock Holding History

Needelman Asset Management’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
2018 Q3	–	Sell	-8,040	Closed	-$1.02M	–	8
2018 Q2	$1.02M	Sell	8,040 -15	-0.2%	-$1.99K	2.22%	27
2018 Q1	$1.1M	Sell	8,055 -56	-0.7%	-$8.11K	2.38%	24
2017 Q4	$1.19M	Hold	8,111	–	–	2.96%	15
2017 Q3	$1.16M	Hold	8,111	–	–	2.84%	16
2017 Q2	$1.18M	Sell	8,111 -65	-0.8%	-$9.15K	3.04%	12
2017 Q1	$1.11M	Sell	8,176 -30	-0.4%	-$4.04K	2.98%	12
2016 Q4	$1.08M	Buy	8,206 +2,637	+47%	+$336K	3%	14
2016 Q3	$700K	Sell	5,569 -10	-0.2%	-$1.27K	2.1%	31
2016 Q2	$729K	Hold	5,579	–	–	2.08%	31
2016 Q1	$665K	Buy	+5,579	New	+$641K	1.95%	32

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Needelman Asset Management's CB Position: Q3 2018 in Review

Needelman Asset Management sold out of Chubb (CB) in Q3 2018, closing a stake of 8,040 shares — an estimated $1.02M sold.

Needelman Asset Management first reported a position in CB in Q1 2016 and held it in 10 quarters. The position peaked at $1.19M in Q4 2017. 1,071 funds tracked by Wall St. Rank hold CB as of Q3 2018.

Needelman Asset Management reported no remaining Chubb position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 8,040 Chubb shares in Q3 2018, an estimated $1.02M.
Needelman Asset Management first reported a position in Chubb in Q1 2016 and held it in 10 quarters.
Needelman Asset Management's Chubb position peaked at $1.19M in Q4 2017.
1,071 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.