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Chevy Chase Trust

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521510202
SEC advisor number
801-55134
FINRA CRD number
110742
AUM ?
$35.87B (as of 21 May 21)
Accounts
4,288 (as of 21 May 21)
Employees
97 (31 investment advisory or research)
Address
Chevy Chase Trust
7501 WISCONSIN AVENUE
SUITE 1500W
BETHESDA
MD 20814
Phone
240-497-5047

Investment data

Data from SEC filings
Top 50 of 661 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$1.72B 12.16M
$1.62B 5.75M
$1.08B 329.54K
$645.33M 241.38K
$645.24M 242.09K
$568.03M 2.74M
$500.12M 1.47M
$449.59M 2.75M
$387.86M 500.15K
$370.93M 1.67M
$368.92M 1.35M
$321.69M 1.9M
$300.87M 1.86M
$293.24M 750.47K
$260.13M 688.12K
$248.19M 3.16M
$245.95M 1.69M
$245.44M 767.2K
$239.77M 4.44M
$221.08M 673.49K
$216.33M 1.55M
$203.75M 502.34K
$199.15M 663.98K
$196.74M 756.09K
$195.39M 561.98K
$195.36M 4.6M
$189.63M 190.75K
$174.7M 1.16M
$170.47M 296.09K
$167.71M 274.79K
$162.45M 598.94K
$161.37M 2.74M
$159.58M 355.14K
$159.01M 2.84M
$155.45M 1.16M
$152.18M 3.54M
$152M 499.26K
$149.85M 246.33K
$146.83M 2.7M
$141.57M 2.66M
$139.56M 244.28K
$135.41M 2.04M
$134.53M 1.14M
$133.95M 585.53K
$133.9M 221.26K
$132.42M 2.52M
$123.77M 887.99K
$123.43M 1.22M
$122.96M 253.55K
$122.5M 530.18K
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings