Chevy Chase Trust
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Chevy Chase Trust’s Spire SR Stock Holding History

Chevy Chase Trust’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-211
Closed -$18K – 973
2019
Q4 		$18K Buy
+211
New +$17.3K ﹤0.01% 1011

Other funds holding SR

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Chevy Chase Trust sold out of Spire (SR) in Q1 2020, closing a stake of 211 shares — an estimated $18K sold.

Chevy Chase Trust first reported a position in SR in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 258 funds tracked by Wall St. Rank hold SR as of Q1 2020.

  • Chevy Chase Trust reported no remaining Spire position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 211 Spire shares in Q1 2020, an estimated $18K.
  • Chevy Chase Trust first reported a position in Spire in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's Spire position peaked at $18K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Spire as of Q1 2020.

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