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Sonora Investment Management’s Chubb CB Stock Holding History

Sonora Investment Management’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
2021
Q3 		$35K Hold
201
– – ﹤0.01% 497
2021
Q2 		$32K Buy
+201
New +$33.3K ﹤0.01% 474
2016
Q1 		– Sell
-30
Closed -$4K – 971
2015
Q4 		$4K Hold
30
– – ﹤0.01% 661
2015
Q3 		$3K Buy
+30
New +$3.14K ﹤0.01% 863

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's CB Position: Q3 2021 in Review

Sonora Investment Management held its Chubb (CB) position steady in Q3 2021 at 201 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Sonora Investment Management first reported a position in CB in Q3 2015 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • Sonora Investment Management held 201 shares of Chubb worth $35K as of Q3 2021.
  • Sonora Investment Management left its Chubb share count unchanged in Q3 2021.
  • Chubb made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #497 holding.
  • Sonora Investment Management first reported a position in Chubb in Q3 2015 and has held it in 4 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.