SWA
CB icon

Sutton Wealth Advisors’s Chubb CB Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$22.1K Buy
106
+54
+104% +$10.9K 0.01% 347
2023
Q2 		$10K Hold
52
– – ﹤0.01% 457
2023
Q1 		$10.1K Sell
52
-2
-4% -$420 0.01% 421
2022
Q4 		$11.9K Sell
54
-3
-5% -$624 ﹤0.01% 879
2022
Q3 		$10.4K Sell
57
-9
-14% -$1.71K ﹤0.01% 878
2022
Q2 		$13K Buy
66
+6
+10% +$1.24K 0.01% 813
2022
Q1 		$12.8K Sell
60
-363
-86% -$73.8K ﹤0.01% 869
2021
Q4 		$81.8K Buy
423
+14
+3% +$2.63K 0.03% 300
2021
Q3 		$71K Buy
409
+3
+0.7% +$526 0.03% 302
2021
Q2 		$64.5K Hold
406
– – 0.02% 340
2021
Q1 		$64.1K Buy
406
+11
+3% +$1.77K 0.03% 328
2020
Q4 		$60.8K Buy
395
+14
+4% +$1.96K 0.03% 309
2020
Q3 		$44.2K Sell
381
-8
-2% -$1K 0.02% 324
2020
Q2 		$49.3K Sell
389
-38
-9% -$4.4K 0.03% 301
2020
Q1 		$47.7K Buy
427
+13
+3% +$1.86K 0.03% 279
2019
Q4 		$64.4K Sell
414
-258
-38% -$39.5K 0.03% 264
2019
Q3 		$108K Hold
672
– – 0.06% 202
2019
Q2 		$99K Buy
672
+12
+2% +$1.73K 0.06% 212
2019
Q1 		$92.5K Buy
660
+12
+2% +$1.6K 0.05% 217
2018
Q4 		$83.7K Buy
648
+375
+137% +$48.5K 0.05% 212
2018
Q3 		$36.5K Hold
273
– – 0.02% 370
2018
Q2 		$34.7K Hold
273
– – 0.02% 388
2018
Q1 		$37.3K Sell
273
-7
-3% -$1.01K 0.03% 353
2017
Q4 		$40.9K Hold
280
– – 0.03% 331
2017
Q3 		$39.9K Hold
280
– – 0.03% 325
2017
Q2 		$40.7K Buy
280
+3
+1% +$422 0.03% 301
2017
Q1 		$37.7K Sell
277
-5
-2% -$673 0.03% 313
2016
Q4 		$37.3K Sell
282
-19
-6% -$2.42K 0.03% 317
2016
Q3 		$37.8K Hold
301
– – 0.03% 304
2016
Q2 		$39.3K Hold
301
– – 0.04% 282
2016
Q1 		$35.9K Buy
+301
New +$34.6K 0.03% 302

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
T. Rowe Price Associates
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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's CB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Chubb (CB) stake by 104% in Q3 2023, buying an estimated $10.9K and bringing the position to 106 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Sutton Wealth Advisors first reported a position in CB in Q1 2016 and has held it in 31 quarters since. The position peaked at $108K in Q3 2019. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Sutton Wealth Advisors held 106 shares of Chubb worth $22.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 54 Chubb shares in Q3 2023, an estimated $10.9K.
  • Chubb made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #347 holding.
  • Sutton Wealth Advisors first reported a position in Chubb in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Chubb position peaked at $108K in Q3 2019.
  • 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.