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United Capital Management of KS’s Chubb CB Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-4,942
Closed -$769K – 75
2019
Q4 		$769K Buy
4,942
+697
+16% +$107K 0.49% 64
2019
Q3 		$678K Buy
4,245
+440
+12% +$68.1K 0.5% 63
2019
Q2 		$562K Buy
3,805
+150
+4% +$21.7K 0.42% 68
2019
Q1 		$514K Sell
3,655
-984
-21% -$131K 0.4% 70
2018
Q4 		$599K Buy
4,639
+544
+13% +$70.3K 0.56% 61
2018
Q3 		$574K Buy
+4,095
New +$554K 0.46% 66

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

United Capital Management of KS's CB Position: Q1 2020 in Review

United Capital Management of KS sold out of Chubb (CB) in Q1 2020, closing a stake of 4,942 shares — an estimated $769K sold.

United Capital Management of KS first reported a position in CB in Q3 2018 and held it in 6 quarters. The position peaked at $769K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold CB as of Q1 2020.

  • United Capital Management of KS reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 4,942 Chubb shares in Q1 2020, an estimated $769K.
  • United Capital Management of KS first reported a position in Chubb in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Chubb position peaked at $769K in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.