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Strategic Financial Concepts’s Chubb CB Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-10,886
Closed -$24.7K – 308
2024
Q2 		$24.7K Buy
+10,886
New +$2.8M 0.01% 315

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Financial Concepts's CB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Chubb (CB) in Q3 2024, closing a stake of 10,886 shares — an estimated $24.7K sold.

Strategic Financial Concepts first reported a position in CB in Q2 2024 and held it in 1 quarter. The position peaked at $24.7K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,886 Chubb shares in Q3 2024, an estimated $24.7K.
  • Strategic Financial Concepts first reported a position in Chubb in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Chubb position peaked at $24.7K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.