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tru Independence’s Chubb CB Stock Holding History

tru Independence’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
Q3 		– Sell
-593
Closed -$94K – 211
2021
Q2 		$94K Buy
+593
New +$98.3K 0.03% 134
2021
Q1 		– Sell
-410
Closed -$63 – 348
2020
Q4 		$63 Buy
410
+359
+704% +$50.3K ﹤0.01% 477
2020
Q3 		$6K Sell
51
-3,400
-99% -$427K ﹤0.01% 293
2020
Q2 		$438 Hold
3,451
– – 0.06% 182
2020
Q1 		$385 Hold
3,451
– – 0.06% 165
2019
Q4 		$385K Buy
+3,451
New +$528K 0.06% 190

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

tru Independence's CB Position: Q3 2021 in Review

tru Independence sold out of Chubb (CB) in Q3 2021, closing a stake of 593 shares — an estimated $94K sold.

tru Independence first reported a position in CB in Q4 2019 and held it in 6 quarters. The position peaked at $385K in Q4 2019. 1,205 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • tru Independence reported no remaining Chubb position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 593 Chubb shares in Q3 2021, an estimated $94K.
  • tru Independence first reported a position in Chubb in Q4 2019 and held it in 6 quarters.
  • tru Independence's Chubb position peaked at $385K in Q4 2019.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.