Chevy Chase Trust’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3M | Sell |
43,140
-5,553
| -11% | -$3.13M | 0.07% | 242 |
|
|
2025
Q4 | $27.9M | Sell |
48,693
-5,118
| -10% | -$2.87M | 0.08% | 212 |
|
|
2025
Q3 | $30.5M | Sell |
53,811
-12,888
| -19% | -$7.29M | 0.08% | 199 |
|
|
2025
Q2 | $38.5M | Sell |
66,699
-55,079
| -45% | -$30.5M | 0.11% | 170 |
|
|
2025
Q1 | $68.9M | Sell |
121,778
-31,912
| -21% | -$18.6M | 0.22% | 99 |
|
|
2024
Q4 | $92.2M | Sell |
153,690
-6,555
| -4% | -$3.93M | 0.28% | 62 |
|
|
2024
Q3 | $93.4M | Sell |
160,245
-2,819
| -2% | -$1.53M | 0.29% | 71 |
|
|
2024
Q2 | $78.6M | Buy |
163,064
+20,908
| +15% | +$10.4M | 0.25% | 77 |
|
|
2024
Q1 | $79.7M | Sell |
142,156
-2,111
| -1% | -$1.19M | 0.26% | 79 |
|
|
2023
Q4 | $81.6M | Sell |
144,267
-1,379
| -0.9% | -$712K | 0.29% | 75 |
|
|
2023
Q3 | $74.7M | Sell |
145,646
-1,375
| -0.9% | -$723K | 0.3% | 71 |
|
|
2023
Q2 | $69M | Sell |
147,021
-8,828
| -6% | -$4.31M | 0.26% | 88 |
|
|
2023
Q1 | $87.2M | Buy |
155,849
+929
| +0.6% | +$491K | 0.35% | 68 |
|
|
2022
Q4 | $72.1M | Sell |
154,920
-9,014
| -5% | -$4.19M | 0.31% | 80 |
|
|
2022
Q3 | $69.1M | Buy |
163,934
+3,831
| +2% | +$1.75M | 0.3% | 76 |
|
|
2022
Q2 | $66M | Sell |
160,103
-21,985
| -12% | -$9.57M | 0.27% | 86 |
|
|
2022
Q1 | $91.6M | Sell |
182,088
-60,686
| -25% | -$31.5M | 0.32% | 72 |
|
|
2021
Q4 | $149M | Sell |
242,774
-3,553
| -1% | -$2.23M | 0.48% | 41 |
|
|
2021
Q3 | $150M | Sell |
246,327
-10,121
| -4% | -$6.18M | 0.52% | 38 |
|
|
2021
Q2 | $137M | Sell |
256,448
-7,476
| -3% | -$3.56M | 0.47% | 43 |
|
|
2021
Q1 | $111M | Sell |
263,924
-25,812
| -9% | -$10.8M | 0.39% | 53 |
|
|
2020
Q4 | $129M | Sell |
289,736
-4,629
| -2% | -$1.82M | 0.46% | 47 |
|
|
2020
Q3 | $105M | Buy |
294,365
+19,564
| +7% | +$7.1M | 0.42% | 50 |
|
|
2020
Q2 | $91.7M | Sell |
274,801
-11,431
| -4% | -$3.7M | 0.37% | 62 |
|
|
2020
Q1 | $82.7M | Buy |
286,232
+3,780
| +1% | +$1.07M | 0.38% | 64 |
|
|
2019
Q4 | $72.9M | Buy |
282,452
+5,200
| +2% | +$1.27M | 0.28% | 83 |
|
|
2019
Q3 | $60.4M | Buy |
277,252
+64,680
| +30% | +$15M | 0.25% | 94 |
|
|
2019
Q2 | $50.8M | Buy |
212,572
+26,021
| +14% | +$5.83M | 0.21% | 109 |
|
|
2019
Q1 | $42M | Buy |
186,551
+101,305
| +119% | +$17.6M | 0.17% | 128 |
|
|
2018
Q4 | $12.6M | Buy |
85,246
+12,331
| +17% | +$1.88M | 0.06% | 308 |
|
|
2018
Q3 | $12.9M | Sell |
72,915
-1,962
| -3% | -$341K | 0.05% | 350 |
|
|
2018
Q2 | $12.4M | Buy |
+74,877
| New | +$11.8M | 0.05% | 358 |
|
Other funds holding MSCI
VCM
VPM
Chevy Chase Trust's MSCI Position: Q1 2026 in Review
Chevy Chase Trust reduced its MSCI (MSCI) stake by 11% in Q1 2026, selling an estimated $3.13M and leaving 43,140 shares worth $23.3M. The position accounts for 0.07% of the portfolio, ranked #242.
Chevy Chase Trust first reported a position in MSCI in Q2 2018 and has held it in 32 quarters since. The position peaked at $150M in Q3 2021. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.
- Chevy Chase Trust held 43,140 shares of MSCI worth $23.3M as of Q1 2026.
- Chevy Chase Trust sold 5,553 MSCI shares in Q1 2026, an estimated $3.13M.
- MSCI made up 0.07% of Chevy Chase Trust's portfolio in Q1 2026, its #242 holding.
- Chevy Chase Trust first reported a position in MSCI in Q2 2018 and has held it in 32 quarters since.
- Chevy Chase Trust's MSCI position peaked at $150M in Q3 2021.
- 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.