Safeguard Financial’s Chubb CB Stock Holding History

Safeguard Financial’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	-147	Closed	-$28K	–	137
2023 Q2	$28K	Buy	+147	New	+$28.8K	0.01%	219

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

Safeguard Financial's CB Position: Q3 2023 in Review

Safeguard Financial sold out of Chubb (CB) in Q3 2023, closing a stake of 147 shares — an estimated $28K sold.

Safeguard Financial first reported a position in CB in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Safeguard Financial reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 147 Chubb shares in Q3 2023, an estimated $28K.
Safeguard Financial first reported a position in Chubb in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Chubb position peaked at $28K in Q2 2023.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.