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Sterling Financial Planning’s Chubb CB Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-516
Closed -$90K – 148
2021
Q3 		$90K Hold
516
– – 0.06% 135
2021
Q2 		$82K Hold
516
– – 0.05% 131
2021
Q1 		$82K Hold
516
– – 0.06% 117
2020
Q4 		$79K Buy
+516
New +$72.3K 0.06% 116

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Financial Planning's CB Position: Q4 2021 in Review

Sterling Financial Planning sold out of Chubb (CB) in Q4 2021, closing a stake of 516 shares — an estimated $90K sold.

Sterling Financial Planning first reported a position in CB in Q4 2020 and held it in 4 quarters. The position peaked at $90K in Q3 2021. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • Sterling Financial Planning reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 516 Chubb shares in Q4 2021, an estimated $90K.
  • Sterling Financial Planning first reported a position in Chubb in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Chubb position peaked at $90K in Q3 2021.
  • 1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.