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Waverton Investment Management’s Chubb CB Stock Holding History

Waverton Investment Management’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
-20,500
Closed -$3.19M – 48
2019
Q4 		$3.19M Sell
20,500
-7,294
-26% -$1.12M 0.16% 37
2019
Q3 		$4.49M Buy
+27,794
New +$4.3M 0.23% 36

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Waverton Investment Management's CB Position: Q1 2020 in Review

Waverton Investment Management sold out of Chubb (CB) in Q1 2020, closing a stake of 20,500 shares — an estimated $3.19M sold.

Waverton Investment Management first reported a position in CB in Q3 2019 and held it in 2 quarters. The position peaked at $4.49M in Q3 2019. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

  • Waverton Investment Management reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
  • Waverton Investment Management sold 20,500 Chubb shares in Q1 2020, an estimated $3.19M.
  • Waverton Investment Management first reported a position in Chubb in Q3 2019 and held it in 2 quarters.
  • Waverton Investment Management's Chubb position peaked at $4.49M in Q3 2019.
  • 1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Waverton Investment Management's 13F filing for Q1 2020, filed 30 Apr 2020.