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Squar Milner Financial Services’s Chubb CB Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-498
Closed -$55K – 285
2020
Q1 		$55K Hold
498
– – 0.03% 354
2019
Q4 		$77K Buy
+498
New +$76.2K 0.04% 375
2019
Q3 		– Sell
-569
Closed -$84K – 294
2019
Q2 		$84K Hold
569
– – 0.06% 291
2019
Q1 		$79K Hold
569
– – 0.06% 279
2018
Q4 		$74K Buy
569
+30
+6% +$3.88K 0.07% 255
2018
Q3 		$72K Buy
539
+43
+9% +$5.82K 0.06% 264
2018
Q2 		$63K Buy
+496
New +$65.9K 0.06% 301

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's CB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Chubb (CB) in Q2 2020, closing a stake of 498 shares — an estimated $55K sold.

Squar Milner Financial Services first reported a position in CB in Q2 2018 and held it in 7 quarters. The position peaked at $84K in Q2 2019. 1,070 funds tracked by Wall St. Rank hold CB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Chubb position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 498 Chubb shares in Q2 2020, an estimated $55K.
  • Squar Milner Financial Services first reported a position in Chubb in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Chubb position peaked at $84K in Q2 2019.
  • 1,070 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.