Chevy Chase Trust’s Simpson Manufacturing SSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,739	Closed	-$242K	–	673
2021 Q4	$242K	Buy	+1,739	New	+$210K	﹤0.01%	654
2021 Q3	–	Sell	-2,353	Closed	-$260K	–	677
2021 Q2	$260K	Sell	2,353 -841	-26%	-$92.8K	﹤0.01%	647
2021 Q1	$331K	Hold	3,194	–	–	﹤0.01%	629
2020 Q4	$298K	Sell	3,194 -4,056	-56%	-$377K	﹤0.01%	624
2020 Q3	$704K	Sell	7,250 -270	-4%	-$25.6K	﹤0.01%	577
2020 Q2	$634K	Sell	7,520 -990	-12%	-$73K	﹤0.01%	579
2020 Q1	$527K	Hold	8,510	–	–	﹤0.01%	574
2019 Q4	$683K	Hold	8,510	–	–	﹤0.01%	594
2019 Q3	$590K	Hold	8,510	–	–	﹤0.01%	585
2019 Q2	$566K	Hold	8,510	–	–	﹤0.01%	592
2019 Q1	$542K	Sell	8,510 -6,245	-42%	-$369K	﹤0.01%	597
2018 Q4	$799K	Buy	+14,755	New	+$866K	﹤0.01%	585

Other funds holding SSD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chevy Chase Trust's SSD Position: Q1 2022 in Review

Chevy Chase Trust sold out of Simpson Manufacturing (SSD) in Q1 2022, closing a stake of 1,739 shares — an estimated $242K sold.

Chevy Chase Trust first reported a position in SSD in Q4 2018 and held it in 12 quarters. The position peaked at $799K in Q4 2018. 311 funds tracked by Wall St. Rank hold SSD as of Q1 2022.

Chevy Chase Trust reported no remaining Simpson Manufacturing position as of Q1 2022 after selling out during the quarter.
Chevy Chase Trust sold 1,739 Simpson Manufacturing shares in Q1 2022, an estimated $242K.
Chevy Chase Trust first reported a position in Simpson Manufacturing in Q4 2018 and held it in 12 quarters.
Chevy Chase Trust's Simpson Manufacturing position peaked at $799K in Q4 2018.
311 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2022.

Based on Chevy Chase Trust's 13F filing for Q1 2022, filed 27 Apr 2022.