SHGA
CB icon

Sand Hill Global Advisors’s Chubb CB Stock Holding History

Sand Hill Global 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
-39,965
Closed -$7.76M – 154
2023
Q1 		$7.76M Buy
39,965
+257
+0.6% +$54K 0.42% 42
2022
Q4 		$8.76M Sell
39,708
-574
-1% -$119K 0.49% 34
2022
Q3 		$7.33M Sell
40,282
-859
-2% -$163K 0.46% 32
2022
Q2 		$8.09M Sell
41,141
-267
-0.6% -$55K 0.46% 33
2022
Q1 		$8.86M Buy
41,408
+948
+2% +$193K 0.49% 30
2021
Q4 		$7.82M Sell
40,460
-119
-0.3% -$22.4K 0.44% 40
2021
Q3 		$7.04M Buy
40,579
+1,691
+4% +$296K 0.43% 40
2021
Q2 		$6.18M Buy
38,888
+1,232
+3% +$204K 0.38% 45
2021
Q1 		$5.95M Buy
37,656
+4,103
+12% +$661K 0.39% 44
2020
Q4 		$5.16M Buy
33,553
+762
+2% +$107K 0.35% 45
2020
Q3 		$3.81M Sell
32,791
-1,553
-5% -$195K 0.29% 49
2020
Q2 		$4.35M Sell
34,344
-1,547
-4% -$179K 0.35% 47
2020
Q1 		$4.01M Sell
35,891
-112
-0.3% -$16.1K 0.38% 40
2019
Q4 		$5.6M Buy
36,003
+121
+0.3% +$18.5K 0.51% 36
2019
Q3 		$5.79M Sell
35,882
-1,111
-3% -$172K 0.54% 30
2019
Q2 		$5.45M Sell
36,993
-189
-0.5% -$27.3K 0.56% 32
2019
Q1 		$5.21M Buy
+37,182
New +$4.95M 0.53% 33

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