Chevy Chase Trust’s SM Energy SM Stock Holding History

Chevy Chase Trust’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-784	Closed	-$9K	–	963
2019 Q4	$9K	Buy	+784	New	+$7.06K	﹤0.01%	1072

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chevy Chase Trust's SM Position: Q1 2020 in Review

Chevy Chase Trust sold out of SM Energy (SM) in Q1 2020, closing a stake of 784 shares — an estimated $9K sold.

Chevy Chase Trust first reported a position in SM in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 174 funds tracked by Wall St. Rank hold SM as of Q1 2020.

Chevy Chase Trust reported no remaining SM Energy position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 784 SM Energy shares in Q1 2020, an estimated $9K.
Chevy Chase Trust first reported a position in SM Energy in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's SM Energy position peaked at $9K in Q4 2019.
174 funds tracked by Wall St. Rank held SM Energy as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.