Red Door Wealth Management’s Chubb CB Stock Holding History

Red Door 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
2023 Q3	–	Sell	-3,691	Closed	-$711K	–	183
2023 Q2	$711K	Buy	+3,691	New	+$723K	0.16%	101
2021 Q3	–	Sell	-59	Closed	-$9K	–	229
2021 Q2	$9K	Buy	+59	New	+$9.78K	﹤0.01%	453

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Red Door Wealth Management's CB Position: Q3 2023 in Review

Red Door Wealth Management sold out of Chubb (CB) in Q3 2023, closing a stake of 3,691 shares — an estimated $711K sold.

Red Door Wealth Management first reported a position in CB in Q2 2021 and held it in 2 quarters. The position peaked at $711K in Q2 2023. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Red Door Wealth Management reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 3,691 Chubb shares in Q3 2023, an estimated $711K.
Red Door Wealth Management first reported a position in Chubb in Q2 2021 and held it in 2 quarters.
Red Door Wealth Management's Chubb position peaked at $711K in Q2 2023.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.