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YorkBridge Wealth Partners’s Chubb CB Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$434K Hold
1,968
– – 0.11% 141
2022
Q3 		$358K Buy
1,968
+75
+4% +$14.2K 0.09% 159
2022
Q2 		$372K Hold
1,893
– – 0.1% 157
2022
Q1 		$405K Hold
1,893
– – 0.09% 173
2021
Q4 		$366K Hold
1,893
– – 0.08% 209
2021
Q3 		$328K Hold
1,893
– – 0.08% 204
2021
Q2 		$301K Buy
1,893
+100
+6% +$16.6K 0.08% 206
2021
Q1 		$283K Buy
1,793
+343
+24% +$55.3K 0.08% 207
2020
Q4 		$223K Sell
1,450
-1,459
-50% -$205K 0.07% 192
2020
Q3 		$338K Sell
2,909
-100
-3% -$12.6K 0.14% 127
2020
Q2 		$381K Buy
3,009
+7
+0.2% +$811 0.17% 106
2020
Q1 		$335K Sell
3,002
-1,291
-30% -$185K 0.21% 107
2019
Q4 		$668K Buy
4,293
+91
+2% +$13.9K 0.31% 84
2019
Q3 		$678K Sell
4,202
-994
-19% -$154K 0.34% 77
2019
Q2 		$765K Buy
5,196
+6
+0.1% +$866 0.34% 72
2019
Q1 		$727K Sell
5,190
-953
-16% -$127K 0.34% 71
2018
Q4 		$793K Sell
6,143
-91
-1% -$11.8K 0.42% 62
2018
Q3 		$830K Sell
6,234
-449
-7% -$60.7K 0.38% 70
2018
Q2 		$849K Buy
6,683
+6
+0.1% +$797 0.37% 72
2018
Q1 		$900K Sell
6,677
-50
-0.7% -$7.24K 0.41% 69
2017
Q4 		$991K Buy
6,727
+375
+6% +$56K 0.48% 57
2017
Q3 		$905K Buy
6,352
+5
+0.1% +$724 0.47% 58
2017
Q2 		$929K Hold
6,347
– – 0.49% 54
2017
Q1 		$870K Buy
6,347
+1,028
+19% +$138K 0.46% 58
2016
Q4 		$674K Buy
+5,319
New +$678K 0.4% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's CB Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Chubb (CB) position steady in Q4 2022 at 1,968 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #141.

YorkBridge Wealth Partners first reported a position in CB in Q4 2016 and has held it in 25 quarters since. The position peaked at $991K in Q4 2017. 1,480 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • YorkBridge Wealth Partners held 1,968 shares of Chubb worth $434K as of Q4 2022.
  • YorkBridge Wealth Partners left its Chubb share count unchanged in Q4 2022.
  • Chubb made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #141 holding.
  • YorkBridge Wealth Partners first reported a position in Chubb in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Chubb position peaked at $991K in Q4 2017.
  • 1,480 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.