Chevy Chase Trust
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Chevy Chase Trust’s Donaldson DCI Stock Holding History

Chevy Chase Trust’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$728K Hold
2025
Q1 		$704K Sell
2024
Q4 		$788K Hold
2024
Q3 		$862K Hold
2024
Q2 		$837K Sell
2024
Q1 		$875K Buy
2023
Q4 		$765K Buy