Chevy Chase Trust

Chevy Chase Trust’s XPO XPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,732	Closed	-$291K	–	652
2022 Q1	$291K	Hold	6,732	–	–	﹤0.01%	618
2021 Q4	$310K	Hold	6,732	–	–	﹤0.01%	642
2021 Q3	$318K	Sell	6,732 -4,834	-42%	-$242K	﹤0.01%	624
2021 Q2	$560K	Hold	11,566	–	–	﹤0.01%	602
2021 Q1	$493K	Hold	11,566	–	–	﹤0.01%	604
2020 Q4	$477K	Buy	11,566 +2,791	+32%	+$101K	﹤0.01%	600
2020 Q3	$257K	Hold	8,775	–	–	﹤0.01%	621
2020 Q2	$234K	Buy	+8,775	New	+$210K	﹤0.01%	624
2020 Q1	–	Sell	-10,698	Closed	-$295K	–	1062
2019 Q4	$295K	Hold	10,698	–	–	﹤0.01%	631
2019 Q3	$265K	Hold	10,698	–	–	﹤0.01%	625
2019 Q2	$214K	Hold	10,698	–	–	﹤0.01%	639
2019 Q1	$252K	Sell	10,698 -289	-3%	-$5.55K	﹤0.01%	632
2018 Q4	$217K	Hold	10,987	–	–	﹤0.01%	649
2018 Q3	$434K	Hold	10,987	–	–	﹤0.01%	595
2018 Q2	$381K	Hold	10,987	–	–	﹤0.01%	605
2018 Q1	$387K	Sell	10,987 -579	-5%	-$19.3K	﹤0.01%	598
2017 Q4	$366K	Buy	+11,566	New	+$296K	﹤0.01%	614

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

AllianceBernstein

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

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return