Chevy Chase Trust
PBCT

Chevy Chase Trust’s People's United Financial Inc PBCT Stock Holding History

Chevy Chase Trust’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-257,277
Closed -$5.14M – 656
2022
Q1 		$5.14M Buy
257,277
+584
+0.2% +$11.9K 0.02% 510
2021
Q4 		$4.57M Sell
256,693
-6,067
-2% -$108K 0.01% 520
2021
Q3 		$4.59M Sell
262,760
-9,731
-4% -$158K 0.02% 518
2021
Q2 		$4.67M Sell
272,491
-13,097
-5% -$239K 0.02% 518
2021
Q1 		$5.11M Sell
285,588
-20,252
-7% -$326K 0.02% 512
2020
Q4 		$3.96M Sell
305,840
-475
-0.2% -$5.71K 0.01% 516
2020
Q3 		$3.16M Sell
306,315
-26,754
-8% -$291K 0.01% 512
2020
Q2 		$3.85M Sell
333,069
-35,386
-10% -$412K 0.02% 498
2020
Q1 		$4.07M Sell
368,455
-4,359
-1% -$64.7K 0.02% 474
2019
Q4 		$6.3M Buy
372,814
+47,844
+15% +$784K 0.02% 492
2019
Q3 		$5.08M Buy
324,970
+3,716
+1% +$58.1K 0.02% 499
2019
Q2 		$5.39M Buy
321,254
+1,050
+0.3% +$17.4K 0.02% 502
2019
Q1 		$5.54M Buy
320,204
+9,663
+3% +$161K 0.02% 501
2018
Q4 		$4.48M Buy
310,541
+22,923
+8% +$363K 0.02% 506
2018
Q3 		$4.92M Sell
287,618
-6,271
-2% -$115K 0.02% 512
2018
Q2 		$5.32M Sell
293,889
-719
-0.2% -$13.4K 0.02% 510
2018
Q1 		$5.5M Sell
294,608
-6,632
-2% -$129K 0.02% 503
2017
Q4 		$5.63M Sell
301,240
-375
-0.1% -$6.94K 0.02% 502
2017
Q3 		$5.47M Buy
301,615
+2,764
+0.9% +$47.7K 0.02% 499
2017
Q2 		$5.28M Sell
298,851
-948
-0.3% -$16.5K 0.03% 499
2017
Q1 		$5.46M Buy
299,799
+35,740
+14% +$676K 0.03% 490
2016
Q4 		$5.11M Buy
264,059
+4,574
+2% +$80.8K 0.03% 487
2016
Q3 		$4.1M Sell
259,485
-6,070
-2% -$94.3K 0.02% 504
2016
Q2 		$3.89M Buy
265,555
+3,612
+1% +$56.1K 0.02% 504
2016
Q1 		$4.17M Buy
261,943
+11,312
+5% +$170K 0.02% 498
2015
Q4 		$4.05M Buy
250,631
+1,865
+0.7% +$30.4K 0.02% 500
2015
Q3 		$3.91M Buy
248,766
+4,490
+2% +$71.3K 0.02% 496
2015
Q2 		$3.96M Buy
244,276
+3,833
+2% +$59.5K 0.02% 503
2015
Q1 		$3.66M Buy
240,443
+8,530
+4% +$126K 0.02% 518
2014
Q4 		$3.52M Sell
231,913
-3,950
-2% -$57.8K 0.02% 519
2014
Q3 		$3.41M Buy
235,863
+14,552
+7% +$216K 0.02% 526
2014
Q2 		$3.36M Buy
221,311
+884
+0.4% +$12.9K 0.02% 520
2014
Q1 		$3.28M Sell
220,427
-10,840
-5% -$158K 0.02% 512
2013
Q4 		$3.5M Buy
231,267
+6,723
+3% +$98.8K 0.03% 495
2013
Q3 		$3.23M Sell
224,544
-6,790
-3% -$101K 0.03% 496
2013
Q2 		$3.45M Buy
+231,334
New +$3.15M 0.03% 473

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Chevy Chase Trust's PBCT Position: Q2 2022 in Review

Chevy Chase Trust sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 257,277 shares — an estimated $5.14M sold.

Chevy Chase Trust first reported a position in PBCT in Q2 2013 and held it in 36 quarters. The position peaked at $6.3M in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Chevy Chase Trust reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 257,277 People's United Financial Inc shares in Q2 2022, an estimated $5.14M.
  • Chevy Chase Trust first reported a position in People's United Financial Inc in Q2 2013 and held it in 36 quarters.
  • Chevy Chase Trust's People's United Financial Inc position peaked at $6.3M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Chevy Chase Trust's 13F filing for Q2 2022, filed 10 Aug 2022.