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Riverwater Partners’s Chubb CB Stock Holding History

Riverwater Partners’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
2022
Q3 		– Sell
-1,514
Closed -$298K – 194
2022
Q2 		$298K Buy
+1,514
New +$312K 0.3% 119
2022
Q1 		– Sell
-1,695
Closed -$328K – 118
2021
Q4 		$328K Buy
+1,695
New +$318K 0.29% 131

Other funds holding CB

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverwater Partners's CB Position: Q3 2022 in Review

Riverwater Partners sold out of Chubb (CB) in Q3 2022, closing a stake of 1,514 shares — an estimated $298K sold.

Riverwater Partners first reported a position in CB in Q4 2021 and held it in 2 quarters. The position peaked at $328K in Q4 2021. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Riverwater Partners reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Riverwater Partners sold 1,514 Chubb shares in Q3 2022, an estimated $298K.
  • Riverwater Partners first reported a position in Chubb in Q4 2021 and held it in 2 quarters.
  • Riverwater Partners's Chubb position peaked at $328K in Q4 2021.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Riverwater Partners's 13F filing for Q3 2022, filed 8 Nov 2022.