Steph & Co’s Chubb CB Stock Holding History

Steph & Co’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
2023 Q4	–	Sell	-71	Closed	-$14.8K	–	255
2023 Q3	$14.8K	Buy	+71	New	+$14.4K	0.01%	221

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steph & Co's CB Position: Q4 2023 in Review

Steph & Co sold out of Chubb (CB) in Q4 2023, closing a stake of 71 shares — an estimated $14.8K sold.

Steph & Co first reported a position in CB in Q3 2023 and held it in 1 quarter. The position peaked at $14.8K in Q3 2023. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Steph & Co reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 71 Chubb shares in Q4 2023, an estimated $14.8K.
Steph & Co first reported a position in Chubb in Q3 2023 and held it in 1 quarter.
Steph & Co's Chubb position peaked at $14.8K in Q3 2023.
1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.