PGFC
CB

Peapack-Gladstone Financial Corp’s CHUBB CORPORATION CB Stock Holding History

Peapack-Gladstone Financial Corp’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
Q4 		– Sell
-22,146
Closed -$2.57M – 445
2020
Q3 		$2.57M Sell
22,146
-199
-0.9% -$23.1K 0.09% 163
2020
Q2 		$2.83M Buy
22,345
+5,810
+35% +$736K 0.11% 152
2020
Q1 		$1.85M Buy
+16,535
New +$1.85M 0.09% 163
2016
Q1 		– Sell
-33,844
Closed -$4.49M – 344
2015
Q4 		$4.49M Sell
33,844
-4,736
-12% -$613K 0.32% 97
2015
Q3 		$4.73M Sell
38,580
-3,505
-8% -$429K 0.35% 86
2015
Q2 		$4M Sell
42,085
-2,133
-5% -$211K 0.28% 97
2015
Q1 		$4.47M Sell
44,218
-2,608
-6% -$264K 0.31% 92
2014
Q4 		$4.85M Sell
46,826
-696
-1% -$69.3K 0.34% 84
2014
Q3 		$4.33M Sell
47,522
-3,343
-7% -$304K 0.32% 90
2014
Q2 		$4.69M Sell
50,865
-4,368
-8% -$402K 0.35% 83
2014
Q1 		$4.93M Sell
55,233
-14,799
-21% -$1.3M 0.39% 77
2013
Q4 		$6.77M Sell
70,032
-2,204
-3% -$206K 0.54% 55
2013
Q3 		$6.45M Sell
72,236
-1,858
-3% -$161K 0.57% 53
2013
Q2 		$6.27M Buy
+74,094
New +$6.48M 0.57% 55

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BIM
Baldwin Investment Management West Conshohocken, Pennsylvania $856M AUM 9.05% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Peapack-Gladstone Financial Corp's CB Position: Q4 2020 in Review

Peapack-Gladstone Financial Corp sold out of CHUBB CORPORATION (CB) in Q4 2020, closing a stake of 22,146 shares — an estimated $2.57M sold.

Peapack-Gladstone Financial Corp first reported a position in CB in Q2 2013 and held it in 14 quarters. The position peaked at $6.77M in Q4 2013. 9 funds tracked by Wall St. Rank hold CB as of Q4 2020.

  • Peapack-Gladstone Financial Corp reported no remaining CHUBB CORPORATION position as of Q4 2020 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 22,146 CHUBB CORPORATION shares in Q4 2020, an estimated $2.57M.
  • Peapack-Gladstone Financial Corp first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 14 quarters.
  • Peapack-Gladstone Financial Corp's CHUBB CORPORATION position peaked at $6.77M in Q4 2013.
  • 9 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2020.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2020, filed 16 Feb 2021.