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Punch & Associates Investment Management’s Chubb CB Stock Holding History

Punch & Associates Investment 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
Q2 		– Sell
-2,127
Closed -$238K – 231
2020
Q1 		$238K Hold
2,127
– – 0.03% 199
2019
Q4 		$331K Sell
2,127
-124
-6% -$19K 0.03% 194
2019
Q3 		$363K Buy
+2,251
New +$348K 0.03% 189

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

Punch & Associates Investment Management's CB Position: Q2 2020 in Review

Punch & Associates Investment Management sold out of Chubb (CB) in Q2 2020, closing a stake of 2,127 shares — an estimated $238K sold.

Punch & Associates Investment Management first reported a position in CB in Q3 2019 and held it in 3 quarters. The position peaked at $363K in Q3 2019. 1,070 funds tracked by Wall St. Rank hold CB as of Q2 2020.

  • Punch & Associates Investment Management reported no remaining Chubb position as of Q2 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 2,127 Chubb shares in Q2 2020, an estimated $238K.
  • Punch & Associates Investment Management first reported a position in Chubb in Q3 2019 and held it in 3 quarters.
  • Punch & Associates Investment Management's Chubb position peaked at $363K in Q3 2019.
  • 1,070 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on Punch & Associates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.