Standard Family Office’s Chubb CB Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-821	Closed	-$149K	–	72
2022 Q3	$149K	Hold	821	–	–	0.07%	54
2022 Q2	$161K	Buy	+821	New	+$169K	1.6%	19
2022 Q1	–	Sell	-680	Closed	-$131K	–	101
2021 Q4	$131K	Buy	+680	New	+$128K	1.16%	24
2021 Q3	–	Sell	-814	Closed	-$129K	–	135
2021 Q2	$129K	Hold	814	–	–	0.03%	189
2021 Q1	$129K	Hold	814	–	–	0.03%	166
2020 Q4	$125K	Buy	+814	New	+$114K	0.03%	165

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Standard Family Office's CB Position: Q4 2022 in Review

Standard Family Office sold out of Chubb (CB) in Q4 2022, closing a stake of 821 shares — an estimated $149K sold.

Standard Family Office first reported a position in CB in Q4 2020 and held it in 6 quarters. The position peaked at $161K in Q2 2022. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

Standard Family Office reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 821 Chubb shares in Q4 2022, an estimated $149K.
Standard Family Office first reported a position in Chubb in Q4 2020 and held it in 6 quarters.
Standard Family Office's Chubb position peaked at $161K in Q2 2022.
1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.