Single Point Partners’s Chubb CB Stock Holding History

Single Point 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
2023 Q3	–	Sell	-1,444	Closed	-$278K	–	85
2023 Q2	$278K	Buy	1,444 +41	+3%	+$8.03K	0.38%	44
2023 Q1	$272K	Buy	1,403 +104	+8%	+$21.9K	0.06%	120
2022 Q4	$287K	Sell	1,299 -5	-0.4%	-$1.04K	0.07%	110
2022 Q3	$237K	Sell	1,304 -82	-6%	-$15.6K	0.07%	111
2022 Q2	$272K	Buy	+1,386	New	+$286K	0.07%	96

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Single Point Partners's CB Position: Q3 2023 in Review

Single Point Partners sold out of Chubb (CB) in Q3 2023, closing a stake of 1,444 shares — an estimated $278K sold.

Single Point Partners first reported a position in CB in Q2 2022 and held it in 5 quarters. The position peaked at $287K in Q4 2022. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Single Point Partners reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
Single Point Partners sold 1,444 Chubb shares in Q3 2023, an estimated $278K.
Single Point Partners first reported a position in Chubb in Q2 2022 and held it in 5 quarters.
Single Point Partners's Chubb position peaked at $287K in Q4 2022.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Single Point Partners's 13F filing for Q3 2023, filed 12 Oct 2023.