Chevy Chase Trust Holdings, Inc. Purchases in Q4 2024

Chevy Chase Trust Holdings, Inc.

  • $32.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MXCT
Maxcyte, Inc.

Healthcare
7.78K
+ 0.58%
$3.23 - $4.43 $25.1K - $34.5K
1.34M $5.57M
SPMD
Spdr Portfolio

ETFs
6.57K
New
$54.13 - $59.56 $355K - $391K
6.57K $359K
VV
Vanguard Large Cap ETF

ETFs
1.29K
+ 110.69%
$260.27 - $280.65 $337K - $363K
2.46K $664K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.9K
New
$170.03 - $192.78 $323K - $367K
1.9K $351K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.28K
New
$57.29 - $63.1 $302K - $333K
5.28K $303K
TWLO
Twilio Inc

Communication Services
2.72K
New
$63.73 - $114.96 $173K - $312K
2.72K $293K
DELL
Dell Technologies Inc.

Technology
6.95K
+ 4.48%
$111.96 - $144.21 $778K - $1M
162K $18.7M
FNDF
Schwab Fundamental Intl Large

ETFs
8.38K
New
$32.92 - $37.15 $276K - $311K
8.38K $278K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.83K
New
$116.4 - $138.52 $213K - $254K
1.83K $232K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
385
+ 7.15%
$563.99 - $620.12 $217K - $239K
5.77K $3.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
165K
+ 200.0%
$22.01 - $66.82 $3.63M - $11M
247K $5.61M
XLU
Utilities Sector Spdr

ETFs
6.51K
+ 9.13%
$74.89 - $82.93 $488K - $540K
77.9K $5.89M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9
+ 0.17%
$172.07 - $207.36 $1.55K - $1.87K
5.31K $1.05M
XLE
Energy Sector Spdr

ETFs
1.65K
+ 8.27%
$83.32 - $97.27 $137K - $160K
21.6K $1.85M
XLF
Financial Sector Spdr

ETFs
334
+ 1.26%
$44.89 - $51.34 $15K - $17.1K
26.8K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
94
+ 4.51%
$370.24 - $418.94 $34.8K - $39.4K
2.18K $874K
IJS
Ishares S&P Smallcap 600 Value

ETFs
756
+ 16.58%
$104.59 - $118.05 $79.1K - $89.2K
5.32K $577K
EEM
Ishares Msci Emerging Markets

ETFs
3.89K
+ 19.86%
$41.82 - $47.36 $163K - $184K
23.5K $981K
IWS
Ishares Russell Midcap Value E

ETFs
704
+ 19.63%
$128.08 - $140.32 $90.2K - $98.8K
4.29K $554K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 0.96%
$61.68 - $67.87 $71.2K - $78.4K
121K $7.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
380
+ 28.64%
$174.22 - $187.62 $66.2K - $71.3K
1.71K $299K
THG
Hanover Insurance Group, Inc.

Financial Services
230
+ 9.4%
$144.81 - $165.01 $33.3K - $38K
2.68K $413K
IWM
Ishares Russell 2000 ETF

ETFs
164
+ 2.7%
$216.13 - $242.4 $35.4K - $39.8K
6.24K $1.38M
Chain Bridge Bancorp Inc
9.01K
New
N/A
9.01K $0
Blackrock Inc
81.1K
New
N/A
81.1K $0
Arista Networks Inc
603K
New
N/A
603K $0
HEIA
Heico Crp Cl A
10
+ 0.81%
N/A
1.25K $0
Aptiv PLC
123K
New
N/A
123K $0
Super Micro Computer Inc
265K
New
N/A
265K $0
Lam Research Corp
684K
New
N/A
684K $0
FNDB
Schwab Fundamental U S Broad M

ETFs
12.8K
+ 200.0%
$23.07 - $70.32 $296K - $903K
19.3K $448K
DOX
Amdocs LTD

Technology
15
+ 0.17%
$82.94 - $92.86 $1.24K - $1.39K
8.92K $759K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.61K
+ 87.01%
$25.33 - $51.16 $243K - $492K
20.7K $534K
DEO
Diageo PLC

Consumer Defensive
8
+ 0.19%
$118.0 - $139.88 $944 - $1.12K
4.25K $540K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.09K
+ 2.6%
$75.1 - $82.99 $157K - $173K
82.4K $6.23M
WDC
Western Digital Corp

Technology
6.33K
+ 3.62%
$59.62 - $73.43 $377K - $465K
181K $10.8M
DVN
Devon Energy Corp

Energy
8.97K
+ 2.67%
$30.52 - $42.96 $274K - $385K
345K $11.3M
TSCO
Tractor Supply CO

Consumer Cyclical
227K
+ 384.97%
$52.59 - $303.74 $11.9M - $68.8M
285K $15.1M
ES
Eversource Energy

Utilities
656
+ 0.34%
$55.9 - $67.73 $36.7K - $44.4K
194K $11.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
23.7K
+ 4.18%
$31.24 - $37.15 $742K - $882K
592K $19M
UL
Unilever PLC

Consumer Defensive
4.65K
+ 1.14%
$56.7 - $64.64 $264K - $301K
411K $23.3M
NVS
Novartis Ag

Healthcare
52K
+ 4.69%
$96.78 - $117.18 $5.04M - $6.1M
1.16M $113M
UNH
Unitedhealth Group Inc

Healthcare
28.9K
+ 4.33%
$485.52 - $625.25 $14.1M - $18.1M
697K $353M
Activity Summary
Buys All Purchases 94 New Holdings 23 Increased Positions 71 Sells All Sells 503 Reductions 503 Sold out 0 Options Calls 0 Puts 0
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