SIAP
CB

Sterling Investment Advisors (Pennsylvania)’s CHUBB CORPORATION CB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-30
Closed -$6K – 592
2022
Q2 		$6K Hold
30
– – ﹤0.01% 450
2022
Q1 		$6K Hold
30
– – ﹤0.01% 488
2021
Q4 		$6K Hold
30
– – ﹤0.01% 483
2021
Q3 		$5K Hold
30
– – ﹤0.01% 492
2021
Q2 		$5K Hold
30
– – ﹤0.01% 468
2021
Q1 		$5K Buy
+30
New +$5K ﹤0.01% 458
2019
Q2 		– Sell
-52
Closed -$7K – 467
2019
Q1 		$7K Hold
52
– – ﹤0.01% 365
2018
Q4 		$6K Sell
52
-52
-50% -$6K ﹤0.01% 354
2018
Q3 		$14K Buy
104
+52
+100% +$7K 0.01% 337
2018
Q2 		$6K Buy
+52
New +$6K ﹤0.01% 348

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CB Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of CHUBB CORPORATION (CB) in Q3 2022, closing a stake of 30 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CB in Q2 2018 and held it in 10 quarters. The position peaked at $14K in Q3 2018. 4 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining CHUBB CORPORATION position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 30 CHUBB CORPORATION shares in Q3 2022, an estimated $6K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in CHUBB CORPORATION in Q2 2018 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s CHUBB CORPORATION position peaked at $14K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.