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 – 593
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 $19.9B AUM
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return