Chevy Chase Trust
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Chevy Chase Trust’s BHP BHP Stock Holding History

Chevy Chase Trust’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,481
Closed -$122K – 670
2019
Q4 		$122K Buy
+2,481
New +$113K ﹤0.01% 707
2015
Q1 		– Sell
-6,351
Closed -$254K – 679
2014
Q4 		$254K Sell
6,351
-301
-5% -$13.9K ﹤0.01% 641
2014
Q3 		$331K Sell
6,652
-1,987
-23% -$116K ﹤0.01% 629
2014
Q2 		$500K Sell
8,639
-5,069
-37% -$298K ﹤0.01% 610
2014
Q1 		$786K Sell
13,708
-12,821
-48% -$719K 0.01% 579
2013
Q4 		$1.53M Sell
26,529
-12,209
-32% -$706K 0.01% 547
2013
Q3 		$2.18M Sell
38,738
-130,966
-77% -$7.12M 0.02% 537
2013
Q2 		$8.27M Buy
+169,704
New +$9.41M 0.07% 316

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Chevy Chase Trust's BHP Position: Q1 2020 in Review

Chevy Chase Trust sold out of BHP (BHP) in Q1 2020, closing a stake of 2,481 shares — an estimated $122K sold.

Chevy Chase Trust first reported a position in BHP in Q2 2013 and held it in 8 quarters. The position peaked at $8.27M in Q2 2013. 362 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

  • Chevy Chase Trust reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 2,481 BHP shares in Q1 2020, an estimated $122K.
  • Chevy Chase Trust first reported a position in BHP in Q2 2013 and held it in 8 quarters.
  • Chevy Chase Trust's BHP position peaked at $8.27M in Q2 2013.
  • 362 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.