Chevy Chase Trust
STJ

Chevy Chase Trust’s St Jude Medical STJ Stock Holding History

Chevy Chase Trust’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-238,745
Closed -$19.1M – 685
2016
Q4 		$19.1M Buy
238,745
+982
+0.4% +$77.9K 0.1% 229
2016
Q3 		$19M Sell
237,763
-5,081
-2% -$410K 0.1% 229
2016
Q2 		$18.9M Buy
242,844
+3,222
+1% +$230K 0.11% 226
2016
Q1 		$13.2M Buy
239,622
+6,308
+3% +$344K 0.08% 293
2015
Q4 		$14.4M Buy
233,314
+2,320
+1% +$146K 0.08% 269
2015
Q3 		$14.6M Buy
230,994
+9,310
+4% +$664K 0.09% 258
2015
Q2 		$16.2M Buy
221,684
+1,693
+0.8% +$122K 0.1% 238
2015
Q1 		$14.4M Buy
219,991
+4,130
+2% +$275K 0.09% 271
2014
Q4 		$14M Sell
215,861
-1,218
-0.6% -$78.4K 0.09% 264
2014
Q3 		$13.1M Buy
217,079
+13,646
+7% +$891K 0.08% 264
2014
Q2 		$14.1M Sell
203,433
-3,956
-2% -$256K 0.1% 231
2014
Q1 		$13.6M Sell
207,389
-5,472
-3% -$356K 0.1% 237
2013
Q4 		$13.2M Buy
212,861
+6,220
+3% +$360K 0.1% 234
2013
Q3 		$11.1M Buy
206,641
+7,162
+4% +$369K 0.09% 265
2013
Q2 		$9.1M Buy
+199,479
New +$8.64M 0.08% 290

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Chevy Chase Trust's STJ Position: Q1 2017 in Review

Chevy Chase Trust sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 238,745 shares — an estimated $19.1M sold.

Chevy Chase Trust first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $19.1M in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Chevy Chase Trust reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Chevy Chase Trust sold 238,745 St Jude Medical shares in Q1 2017, an estimated $19.1M.
  • Chevy Chase Trust first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Chevy Chase Trust's St Jude Medical position peaked at $19.1M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Chevy Chase Trust's 13F filing for Q1 2017, filed 5 Apr 2017.