SIM
CB

Sonora Investment Management’s CHUBB CORPORATION 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
Q2 		– Sell
-176
Closed -$28K – 1172
2021
Q1 		$28K Sell
176
-7
-4% -$1.11K ﹤0.01% 796
2020
Q4 		$28K Buy
183
+7
+4% +$1.07K ﹤0.01% 770
2020
Q3 		$20K Sell
176
-9
-5% -$1.02K ﹤0.01% 911
2020
Q2 		$23K Buy
185
+9
+5% +$1.12K ﹤0.01% 741
2020
Q1 		$20K Buy
176
+106
+151% +$12K ﹤0.01% 765
2019
Q4 		$11K Hold
70
– – ﹤0.01% 1144
2019
Q3 		$11K Hold
70
– – ﹤0.01% 1146
2019
Q2 		$10K Hold
70
– – ﹤0.01% 1188
2019
Q1 		$10K Sell
70
-140
-67% -$20K ﹤0.01% 1046
2018
Q4 		$27K Hold
210
– – ﹤0.01% 526
2018
Q3 		$28K Hold
210
– – ﹤0.01% 532
2018
Q2 		$27K Sell
210
-106
-34% -$13.6K ﹤0.01% 523
2018
Q1 		$43.2K Buy
316
+106
+50% +$14.5K 0.01% 416
2017
Q4 		$30.7K Hold
210
– – ﹤0.01% 477
2017
Q3 		$29.9K Hold
210
– – 0.01% 434
2017
Q2 		$30.5K Hold
210
– – 0.01% 412
2017
Q1 		$28.6K Hold
210
– – 0.01% 412
2016
Q4 		$27.7K Hold
210
– – 0.01% 374
2016
Q3 		$26.4K Buy
210
+180
+600% +$22.6K 0.01% 389
2016
Q2 		$3.92K Hold
30
– – ﹤0.01% 721
2016
Q1 		$3.57K Buy
+30
New +$3.89K ﹤0.01% 776

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Sonora Investment Management's CB Position: Q2 2021 in Review

Sonora Investment Management sold out of CHUBB CORPORATION (CB) in Q2 2021, closing a stake of 176 shares — an estimated $28K sold.

Sonora Investment Management first reported a position in CB in Q1 2016 and held it in 21 quarters. The position peaked at $43.2K in Q1 2018. 9 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • Sonora Investment Management reported no remaining CHUBB CORPORATION position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 176 CHUBB CORPORATION shares in Q2 2021, an estimated $28K.
  • Sonora Investment Management first reported a position in CHUBB CORPORATION in Q1 2016 and held it in 21 quarters.
  • Sonora Investment Management's CHUBB CORPORATION position peaked at $43.2K in Q1 2018.
  • 9 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.