Chevy Chase Trust
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Chevy Chase Trust’s John Wiley & Sons Class A WLY Stock Holding History

Chevy Chase Trust’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,500
Closed -$73K – 1050
2019
Q4 		$73K Buy
+1,500
New +$69.7K ﹤0.01% 762

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State Street
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BlackRock
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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Chevy Chase Trust sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 1,500 shares — an estimated $73K sold.

Chevy Chase Trust first reported a position in WLY in Q4 2019 and held it in 1 quarter. The position peaked at $73K in Q4 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

  • Chevy Chase Trust reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 1,500 John Wiley & Sons Class A shares in Q1 2020, an estimated $73K.
  • Chevy Chase Trust first reported a position in John Wiley & Sons Class A in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's John Wiley & Sons Class A position peaked at $73K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

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