Chevy Chase Trust
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Chevy Chase Trust’s Moelis & Co MC Stock Holding History

Chevy Chase Trust’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55,014
Closed -$4.06M – 644
2024
Q4 		$4.06M Sell
55,014
-795
-1% -$57.5K 0.01% 533
2024
Q3 		$3.82M Buy
55,809
+22,963
+70% +$1.48M 0.01% 535
2024
Q2 		$1.87M Sell
32,846
-1,542
-4% -$83.3K 0.01% 545
2024
Q1 		$1.95M Sell
34,388
-187
-0.5% -$10.2K 0.01% 544
2023
Q4 		$1.94M Sell
34,575
-845
-2% -$39.7K 0.01% 552
2023
Q3 		$1.6M Sell
35,420
-345
-1% -$16.2K 0.01% 545
2023
Q2 		$1.62M Sell
35,765
-666
-2% -$26.6K 0.01% 545
2023
Q1 		$1.4M Sell
36,431
-786
-2% -$33.8K 0.01% 553
2022
Q4 		$1.43M Sell
37,217
-13,530
-27% -$549K 0.01% 568
2022
Q3 		$1.72M Buy
50,747
+849
+2% +$35.5K 0.01% 552
2022
Q2 		$1.96M Sell
49,898
-482
-1% -$21K 0.01% 547
2022
Q1 		$2.37M Buy
50,380
+1,101
+2% +$57.2K 0.01% 541
2021
Q4 		$3.08M Sell
49,279
-862
-2% -$57.7K 0.01% 535
2021
Q3 		$3.1M Buy
50,141
+284
+0.6% +$17K 0.01% 537
2021
Q2 		$2.84M Buy
+49,857
New +$2.71M 0.01% 542

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chevy Chase Trust's MC Position: Q1 2025 in Review

Chevy Chase Trust sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 55,014 shares — an estimated $4.06M sold.

Chevy Chase Trust first reported a position in MC in Q2 2021 and held it in 15 quarters. The position peaked at $4.06M in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Chevy Chase Trust reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Chevy Chase Trust sold 55,014 Moelis & Co shares in Q1 2025, an estimated $4.06M.
  • Chevy Chase Trust first reported a position in Moelis & Co in Q2 2021 and held it in 15 quarters.
  • Chevy Chase Trust's Moelis & Co position peaked at $4.06M in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Chevy Chase Trust's 13F filing for Q1 2025, filed 23 Apr 2025.