TRUADVICE’s Chubb CB Stock Holding History

TRUADVICE’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	–	Sell	-1,131	Closed	-$228K	–	240
2023 Q2	$228K	Sell	1,131 -43	-4%	-$8.42K	0.08%	229
2023 Q1	$237K	Buy	+1,174	New	+$247K	0.09%	227

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUADVICE's CB Position: Q3 2023 in Review

TRUADVICE sold out of Chubb (CB) in Q3 2023, closing a stake of 1,131 shares — an estimated $228K sold.

TRUADVICE first reported a position in CB in Q1 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

TRUADVICE reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 1,131 Chubb shares in Q3 2023, an estimated $228K.
TRUADVICE first reported a position in Chubb in Q1 2023 and held it in 2 quarters.
TRUADVICE's Chubb position peaked at $237K in Q1 2023.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.