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Pinnacle Wealth Management’s Chubb CB Stock Holding History

Pinnacle Wealth 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
2022
Q3 		– Sell
-10,283
Closed -$2.02M – 49
2022
Q2 		$2.02M Buy
10,283
+345
+3% +$71.1K 2.84% 6
2022
Q1 		$2.13M Buy
+9,938
New +$2.02M 2.48% 15

Other funds holding CB

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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
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
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
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

Pinnacle Wealth Management's CB Position: Q3 2022 in Review

Pinnacle Wealth Management sold out of Chubb (CB) in Q3 2022, closing a stake of 10,283 shares — an estimated $2.02M sold.

Pinnacle Wealth Management first reported a position in CB in Q1 2022 and held it in 2 quarters. The position peaked at $2.13M in Q1 2022. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Pinnacle Wealth Management reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 10,283 Chubb shares in Q3 2022, an estimated $2.02M.
  • Pinnacle Wealth Management first reported a position in Chubb in Q1 2022 and held it in 2 quarters.
  • Pinnacle Wealth Management's Chubb position peaked at $2.13M in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Pinnacle Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.