Voit & Company’s Chubb CB Stock Holding History

Voit & Company’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 Q3	–	Sell	-12,008	Closed	-$1.52M	–	52
2020 Q2	$1.52M	Sell	12,008 -9,863	-45%	-$1.14M	1.62%	25
2020 Q1	$2.44M	Buy	21,871 +331	+2%	+$47.5K	2.52%	15
2019 Q4	$3.35M	Buy	21,540 +1,490	+7%	+$228K	2.99%	15
2019 Q3	$3.24M	Buy	20,050 +1,280	+7%	+$198K	3.21%	11
2019 Q2	$2.77M	Buy	18,770 +1,850	+11%	+$267K	2.64%	15
2019 Q1	$2.37M	Buy	16,920 +205	+1%	+$27.3K	2.5%	18
2018 Q4	$2.16M	Buy	+16,715	New	+$2.16M	2.72%	17

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

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

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

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

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

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

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

Voit & Company's CB Position: Q3 2020 in Review

Voit & Company sold out of Chubb (CB) in Q3 2020, closing a stake of 12,008 shares — an estimated $1.52M sold.

Voit & Company first reported a position in CB in Q4 2018 and held it in 7 quarters. The position peaked at $3.35M in Q4 2019. 1,055 funds tracked by Wall St. Rank hold CB as of Q3 2020.

Voit & Company reported no remaining Chubb position as of Q3 2020 after selling out during the quarter.
Voit & Company sold 12,008 Chubb shares in Q3 2020, an estimated $1.52M.
Voit & Company first reported a position in Chubb in Q4 2018 and held it in 7 quarters.
Voit & Company's Chubb position peaked at $3.35M in Q4 2019.
1,055 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.