Chevy Chase Trust
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Chevy Chase Trust’s CareDx CDNA Stock Holding History

Chevy Chase Trust’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.1M Buy
1,504,075
+422,733
+39% +$8M 0.08% 224
2025
Q4 		$20.4M Buy
1,081,342
+337,591
+45% +$5.66M 0.06% 261
2025
Q3 		$10.8M Buy
743,751
+231,202
+45% +$3.3M 0.03% 393
2025
Q2 		$10M Sell
512,549
-22,792
-4% -$405K 0.03% 402
2025
Q1 		$9.5M Buy
+535,341
New +$11.5M 0.03% 406

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return