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O'Neil Global Advisors’s Chubb CB Stock Holding History

O'Neil Global Advisors’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
2023
Q1 		– Sell
-2,500
Closed -$552K – 70
2022
Q4 		$552K Buy
+2,500
New +$520K 2.55% 12
2022
Q2 		– Sell
-6,500
Closed -$1.39M – 40
2022
Q1 		$1.39M Buy
+6,500
New +$1.32M 0.72% 27

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Neil Global Advisors's CB Position: Q1 2023 in Review

O'Neil Global Advisors sold out of Chubb (CB) in Q1 2023, closing a stake of 2,500 shares — an estimated $552K sold.

O'Neil Global Advisors first reported a position in CB in Q1 2022 and held it in 2 quarters. The position peaked at $1.39M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • O'Neil Global Advisors reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,500 Chubb shares in Q1 2023, an estimated $552K.
  • O'Neil Global Advisors first reported a position in Chubb in Q1 2022 and held it in 2 quarters.
  • O'Neil Global Advisors's Chubb position peaked at $1.39M in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on O'Neil Global Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.