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Tiedemann Advisors’s Chubb CB Stock Holding History

Tiedemann 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
2021
Q1 		– Sell
-1,619
Closed -$249K – 331
2020
Q4 		$249K Buy
+1,619
New +$227K 0.01% 280
2020
Q1 		– Sell
-1,467
Closed -$230K – 299
2019
Q4 		$230K Sell
1,467
-326
-18% -$49.9K 0.01% 275
2019
Q3 		$291K Buy
+1,793
New +$277K 0.01% 260
2019
Q2 		– Sell
-11,132
Closed -$1.57M – 311
2019
Q1 		$1.57M Sell
11,132
-337
-3% -$44.8K 0.07% 159
2018
Q4 		$1.49M Buy
+11,469
New +$1.48M 0.08% 158
2018
Q2 		– Sell
-1,765
Closed -$243K – 297
2018
Q1 		$243K Sell
1,765
-190
-10% -$27.5K 0.02% 244
2017
Q4 		$287K Sell
1,955
-1,102
-36% -$165K 0.02% 189
2017
Q3 		$399K Sell
3,057
-1,988
-39% -$288K 0.04% 245
2017
Q2 		$733K Buy
5,045
+200
+4% +$28.1K 0.05% 262
2017
Q1 		$660K Sell
4,845
-3,910
-45% -$526K 0.06% 231
2016
Q4 		$1.16M Buy
8,755
+4,824
+123% +$615K 0.12% 130
2016
Q3 		$481K Buy
+3,931
New +$499K 0.1% 95

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiedemann Advisors's CB Position: Q1 2021 in Review

Tiedemann Advisors sold out of Chubb (CB) in Q1 2021, closing a stake of 1,619 shares — an estimated $249K sold.

Tiedemann Advisors first reported a position in CB in Q3 2016 and held it in 12 quarters. The position peaked at $1.57M in Q1 2019. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

  • Tiedemann Advisors reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 1,619 Chubb shares in Q1 2021, an estimated $249K.
  • Tiedemann Advisors first reported a position in Chubb in Q3 2016 and held it in 12 quarters.
  • Tiedemann Advisors's Chubb position peaked at $1.57M in Q1 2019.
  • 1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.