VitalStone Financial’s Chubb CB Stock Holding History

VitalStone Financial’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
2024 Q1	–	Sell	-32	Closed	-$7K	–	478
2023 Q4	$7K	Buy	+32	New	+$7K	0.01%	299

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's CB Position: Q1 2024 in Review

VitalStone Financial sold out of Chubb (CB) in Q1 2024, closing a stake of 32 shares — an estimated $7K sold.

VitalStone Financial first reported a position in CB in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

VitalStone Financial reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 32 Chubb shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in Chubb in Q4 2023 and held it in 1 quarter.
VitalStone Financial's Chubb position peaked at $7K in Q4 2023.
1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.