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RE Dickinson Investment Advisors’s Chubb CB Stock Holding History

RE Dickinson Investment Advisors’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
2023
Q2 		– Sell
-51
Closed -$10K – 389
2023
Q1 		$10K Hold
51
– – ﹤0.01% 266
2022
Q4 		$11K Hold
51
– – ﹤0.01% 248
2022
Q3 		$9K Hold
51
– – 0.01% 153
2022
Q2 		$10 Hold
51
– – ﹤0.01% 159
2022
Q1 		$11K Hold
51
– – 0.01% 172
2021
Q4 		$10K Buy
+51
New +$9.58K 0.01% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

RE Dickinson Investment Advisors's CB Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of Chubb (CB) in Q2 2023, closing a stake of 51 shares — an estimated $10K sold.

RE Dickinson Investment Advisors first reported a position in CB in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2022. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • RE Dickinson Investment Advisors reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 51 Chubb shares in Q2 2023, an estimated $10K.
  • RE Dickinson Investment Advisors first reported a position in Chubb in Q4 2021 and held it in 6 quarters.
  • RE Dickinson Investment Advisors's Chubb position peaked at $11K in Q4 2022.
  • 1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.