Southside Capital’s Chubb CB Stock Holding History

Southside Capital’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
2019 Q4	–	Sell	-20,000	Closed	-$3.23M	–	72
2019 Q3	$3.23M	Buy	+20,000	New	+$3.09M	0.88%	45

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Southside Capital's CB Position: Q4 2019 in Review

Southside Capital sold out of Chubb (CB) in Q4 2019, closing a stake of 20,000 shares — an estimated $3.23M sold.

Southside Capital first reported a position in CB in Q3 2019 and held it in 1 quarter. The position peaked at $3.23M in Q3 2019. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

Southside Capital reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
Southside Capital sold 20,000 Chubb shares in Q4 2019, an estimated $3.23M.
Southside Capital first reported a position in Chubb in Q3 2019 and held it in 1 quarter.
Southside Capital's Chubb position peaked at $3.23M in Q3 2019.
1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.