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Sittner & Nelson’s Chubb CB Stock Holding History

Sittner & Nelson’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
Q4 		– Sell
-28
Closed -$5.83K – 458
2023
Q3 		$5.83K Hold
28
– – ﹤0.01% 374
2023
Q2 		$5.39K Hold
28
– – ﹤0.01% 395
2023
Q1 		$5.44K Hold
28
– – ﹤0.01% 403
2022
Q4 		$6.18K Hold
28
– – ﹤0.01% 376
2022
Q3 		$5K Hold
28
– – ﹤0.01% 376
2022
Q2 		$6K Hold
28
– – ﹤0.01% 400
2022
Q1 		$6K Hold
28
– – ﹤0.01% 375
2021
Q4 		$5K Hold
28
– – ﹤0.01% 380
2021
Q3 		$5K Hold
28
– – ﹤0.01% 354
2021
Q2 		$4K Hold
28
– – ﹤0.01% 340
2021
Q1 		$4K Buy
+28
New +$4.51K ﹤0.01% 341

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sittner & Nelson's CB Position: Q4 2023 in Review

Sittner & Nelson sold out of Chubb (CB) in Q4 2023, closing a stake of 28 shares — an estimated $5.83K sold.

Sittner & Nelson first reported a position in CB in Q1 2021 and held it in 11 quarters. The position peaked at $6.18K in Q4 2022. 1,600 funds tracked by Wall St. Rank hold CB as of Q4 2023.

  • Sittner & Nelson reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
  • Sittner & Nelson sold 28 Chubb shares in Q4 2023, an estimated $5.83K.
  • Sittner & Nelson first reported a position in Chubb in Q1 2021 and held it in 11 quarters.
  • Sittner & Nelson's Chubb position peaked at $6.18K in Q4 2022.
  • 1,600 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Sittner & Nelson's 13F filing for Q4 2023, filed 13 Feb 2024.