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Point View Wealth Management’s Chubb CB Stock Holding History

Point View 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
2020
Q4 		$1.09M Hold
7,064
– – 0.44% 72
2020
Q3 		$820K Buy
7,064
+27
+0.4% +$3.39K 0.39% 84
2020
Q2 		$891K Buy
7,037
+86
+1% +$9.97K 0.43% 80
2020
Q1 		$776K Sell
6,951
-44
-0.6% -$6.31K 0.43% 82
2019
Q4 		$1.09M Hold
6,995
– – 0.45% 73
2019
Q3 		$1.13M Sell
6,995
-189
-3% -$29.2K 0.51% 65
2019
Q2 		$1.06M Buy
7,184
+258
+4% +$37.3K 0.45% 71
2019
Q1 		$970K Sell
6,926
-72
-1% -$9.58K 0.43% 77
2018
Q4 		$904K Hold
6,998
– – 0.46% 76
2018
Q3 		$935K Hold
6,998
– – 0.42% 79
2018
Q2 		$889K Hold
6,998
– – 0.41% 82
2018
Q1 		$957K Buy
6,998
+115
+2% +$16.7K 0.46% 71
2017
Q4 		$1.01M Hold
6,883
– – 0.48% 71
2017
Q3 		$982K Sell
6,883
-519
-7% -$75.1K 0.47% 70
2017
Q2 		$1.08M Sell
7,402
-5
-0.1% -$704 0.53% 64
2017
Q1 		$1.01M Sell
7,407
-569
-7% -$76.5K 0.52% 67
2016
Q4 		$1.05M Buy
7,976
+768
+11% +$97.9K 0.61% 51
2016
Q3 		$906K Hold
7,208
– – 0.54% 60
2016
Q2 		$942K Buy
7,208
+316
+5% +$39K 0.57% 55
2016
Q1 		$821K Sell
6,892
-515
-7% -$59.2K 0.53% 69
2015
Q4 		$866K Buy
7,407
+1,290
+21% +$146K 0.63% 49
2015
Q3 		$632K Hold
6,117
– – 0.51% 76
2015
Q2 		$622K Hold
6,117
– – 0.48% 74
2015
Q1 		$682K Sell
6,117
-80
-1% -$8.99K 0.53% 66
2014
Q4 		$712K Sell
6,197
-160
-3% -$17.7K 0.53% 60
2014
Q3 		$667K Sell
6,357
-180
-3% -$18.8K 0.57% 58
2014
Q2 		$678K Sell
6,537
-57
-0.9% -$5.84K 0.59% 56
2014
Q1 		$653K Hold
6,594
– – 0.59% 57
2013
Q4 		$683K Buy
+6,594
New +$648K 0.65% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point View Wealth Management's CB Position: Q4 2020 in Review

Point View Wealth Management held its Chubb (CB) position steady in Q4 2020 at 7,064 shares worth $1.09M. The position accounts for 0.44% of the portfolio, ranked #72.

Point View Wealth Management first reported a position in CB in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.13M in Q3 2019. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

  • Point View Wealth Management held 7,064 shares of Chubb worth $1.09M as of Q4 2020.
  • Point View Wealth Management left its Chubb share count unchanged in Q4 2020.
  • Chubb made up 0.44% of Point View Wealth Management's portfolio in Q4 2020, its #72 holding.
  • Point View Wealth Management first reported a position in Chubb in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Chubb position peaked at $1.13M in Q3 2019.
  • 1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.