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Alta Advisers’s State Street STT Stock Holding History

Alta Advisers’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$106K – 373
2024
Q3 		$106K Hold
1,200
– – 0.05% 285
2024
Q2 		$88.8K Hold
1,200
– – 0.04% 291
2024
Q1 		$92.8K Hold
1,200
– – 0.05% 291
2023
Q4 		$93K Hold
1,200
– – 0.05% 273
2023
Q3 		$80.4K Hold
1,200
– – 0.05% 285
2023
Q2 		$87.8K Hold
1,200
– – 0.05% 287
2023
Q1 		$90.8K Hold
1,200
– – 0.05% 267
2022
Q4 		$93K Hold
1,200
– – 0.06% 245
2022
Q3 		$73K Buy
+1,200
New +$82K 0.05% 295

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Alta Advisers's STT Position: Q4 2024 in Review

Alta Advisers sold out of State Street (STT) in Q4 2024, closing a stake of 1,200 shares — an estimated $106K sold.

Alta Advisers first reported a position in STT in Q3 2022 and held it in 9 quarters. The position peaked at $106K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Alta Advisers reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,200 State Street shares in Q4 2024, an estimated $106K.
  • Alta Advisers first reported a position in State Street in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's State Street position peaked at $106K in Q3 2024.
  • 1,006 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.