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Winslow Evans & Crocker’s Chubb CB Stock Holding History

Winslow Evans & Crocker’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
Q4 		$166K Sell
1,077
-23
-2% -$3.22K 0.03% 359
2020
Q3 		$128K Buy
1,100
+88
+9% +$11.1K 0.03% 324
2020
Q2 		$128K Buy
1,012
+1,000
+8,333% +$116K 0.03% 318
2020
Q1 		$2K Sell
12
-368
-97% -$52.8K ﹤0.01% 987
2019
Q4 		$60K Sell
380
-326
-46% -$49.9K 0.02% 467
2019
Q3 		$114K Sell
706
-44
-6% -$6.81K 0.03% 370
2019
Q2 		$112K Buy
750
+470
+168% +$67.9K 0.03% 377
2019
Q1 		$40K Buy
280
+268
+2,233% +$35.6K 0.01% 536
2018
Q4 		$2K Hold
12
– – ﹤0.01% 1003
2018
Q3 		$2K Hold
12
– – ﹤0.01% 1018
2018
Q2 		$2K Sell
12
-20
-63% -$2.66K ﹤0.01% 1024
2018
Q1 		$4.38K Hold
32
– – ﹤0.01% 928
2017
Q4 		$4.68K Sell
32
-104
-76% -$15.5K ﹤0.01% 935
2017
Q3 		$19.4K Sell
136
-79
-37% -$11.4K 0.01% 674
2017
Q2 		$31.3K Sell
215
-1
-0.5% -$141 0.01% 660
2017
Q1 		$29.3K Buy
216
+38
+21% +$5.11K 0.01% 655
2016
Q4 		$23.4K Buy
178
+4
+2% +$510 0.01% 689
2016
Q3 		$21.7K Buy
174
+82
+89% +$10.4K 0.01% 714
2016
Q2 		$11.9K Buy
92
+1
+1% +$123 ﹤0.01% 829
2016
Q1 		$10.8K Buy
+91
New +$10.5K ﹤0.01% 860
2015
Q2 		– Sell
-34
Closed -$3.68K – 1312
2015
Q1 		$3.68K Sell
34
-164
-83% -$18.4K ﹤0.01% 1095
2014
Q4 		$22.6K Sell
198
-144
-42% -$15.9K 0.01% 700
2014
Q3 		$35.9K Buy
342
+145
+74% +$15.1K 0.01% 627
2014
Q2 		$20.4K Buy
+197
New +$20.2K 0.01% 675

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Winslow Evans & Crocker's CB Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Chubb (CB) stake by 2.1% in Q4 2020, selling an estimated $3.22K and leaving 1,077 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #359.

Winslow Evans & Crocker first reported a position in CB in Q2 2014 and has held it in 24 quarters since. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

  • Winslow Evans & Crocker held 1,077 shares of Chubb worth $166K as of Q4 2020.
  • Winslow Evans & Crocker sold 23 Chubb shares in Q4 2020, an estimated $3.22K.
  • Chubb made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #359 holding.
  • Winslow Evans & Crocker first reported a position in Chubb in Q2 2014 and has held it in 24 quarters since.
  • 1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.