SXL
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Summit X LLC’s Chubb CB Stock Holding History

Summit X LLC’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
2020
Q2 		– Sell
-3,155
Closed -$351K – 219
2020
Q1 		$351K Buy
3,155
+520
+20% +$74.6K 0.16% 125
2019
Q4 		$408K Buy
2,635
+5
+0.2% +$765 0.15% 161
2019
Q3 		$419K Buy
2,630
+30
+1% +$4.64K 0.17% 154
2019
Q2 		$384K Hold
2,600
– – 0.16% 160
2019
Q1 		$365K Buy
2,600
+105
+4% +$14K 0.16% 163
2018
Q4 		$320K Buy
2,495
+200
+9% +$25.8K 0.18% 150
2018
Q3 		$308K Buy
2,295
+670
+41% +$90.6K 0.15% 176
2018
Q2 		$208K Buy
1,625
+65
+4% +$8.64K 0.12% 190
2018
Q1 		$211K Buy
+1,560
New +$226K 0.13% 170

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return