Chevy Chase Trust’s WSFS Financial WSFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,650	Closed	-$117K	–	1055
2019 Q4	$117K	Buy	+2,650	New	+$116K	﹤0.01%	710

Other funds holding WSFS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Chevy Chase Trust sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 2,650 shares — an estimated $117K sold.

Chevy Chase Trust first reported a position in WSFS in Q4 2019 and held it in 1 quarter. The position peaked at $117K in Q4 2019. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

Chevy Chase Trust reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 2,650 WSFS Financial shares in Q1 2020, an estimated $117K.
Chevy Chase Trust first reported a position in WSFS Financial in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's WSFS Financial position peaked at $117K in Q4 2019.
152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

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