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Planning Capital Management Corporation’s Chubb CB Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$26K Sell
90
-119
-57% -$32.6K 0.02% 252
2024
Q2 		$53.3K Hold
209
– – 0.04% 188
2024
Q1 		$54.2K Sell
209
-2
-0.9% -$492 0.04% 183
2023
Q4 		$47.7K Buy
+211
New +$46.1K 0.04% 198

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's CB Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Chubb (CB) stake by 57% in Q3 2024, selling an estimated $32.6K and leaving 90 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #252.

Planning Capital Management Corporation first reported a position in CB in Q4 2023 and has held it in 4 quarters since. The position peaked at $54.2K in Q1 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Planning Capital Management Corporation held 90 shares of Chubb worth $26K as of Q3 2024.
  • Planning Capital Management Corporation sold 119 Chubb shares in Q3 2024, an estimated $32.6K.
  • Chubb made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #252 holding.
  • Planning Capital Management Corporation first reported a position in Chubb in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Chubb position peaked at $54.2K in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.