Chevy Chase Trust
DGRO icon

Chevy Chase Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Chevy Chase Trust’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,623
Closed -$248K – 647
2020
Q1 		$248K Buy
+7,623
New +$298K ﹤0.01% 607

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chevy Chase Trust's DGRO Position: Q2 2020 in Review

Chevy Chase Trust sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2020, closing a stake of 7,623 shares — an estimated $248K sold.

Chevy Chase Trust first reported a position in DGRO in Q1 2020 and held it in 1 quarter. The position peaked at $248K in Q1 2020. 467 funds tracked by Wall St. Rank hold DGRO as of Q2 2020.

  • Chevy Chase Trust reported no remaining iShares Core Dividend Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 7,623 iShares Core Dividend Growth ETF shares in Q2 2020, an estimated $248K.
  • Chevy Chase Trust first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and held it in 1 quarter.
  • Chevy Chase Trust's iShares Core Dividend Growth ETF position peaked at $248K in Q1 2020.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2020.

Based on Chevy Chase Trust's 13F filing for Q2 2020, filed 14 Aug 2020.