Altshuler Shaham’s Starwood Property Trust STWD Stock Holding History

Altshuler Shaham’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,225	Closed	-$25K	–	415
2024 Q3	$25K	Sell	1,225 -239	-16%	-$4.77K	﹤0.01%	133
2024 Q2	$27.7K	Buy	+1,464	New	+$28.5K	﹤0.01%	133
2020 Q2	–	Sell	-8,846	Closed	-$91K	–	547
2020 Q1	$91K	Sell	8,846 -1,989	-18%	-$43.6K	﹤0.01%	175
2019 Q4	$269K	Buy	10,835 +1,288	+13%	+$31.5K	0.01%	122
2019 Q3	$232K	Buy	9,547 +4,855	+103%	+$114K	0.01%	113
2019 Q2	$107K	Buy	4,692 +2,061	+78%	+$46.8K	﹤0.01%	130
2019 Q1	$59K	Buy	2,631 +511	+24%	+$11.1K	﹤0.01%	115
2018 Q4	$42K	Sell	2,120 -297	-12%	-$6.4K	﹤0.01%	128
2018 Q3	$52K	Buy	2,417 +1,198	+98%	+$26.5K	﹤0.01%	121
2018 Q2	$26K	Buy	1,219 +622	+104%	+$13.4K	﹤0.01%	129
2018 Q1	$13K	Sell	597 -280	-32%	-$5.79K	﹤0.01%	177
2017 Q4	$19K	Buy	+877	New	+$19K	﹤0.01%	127

Other funds holding STWD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altshuler Shaham's STWD Position: Q4 2024 in Review

Altshuler Shaham sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 1,225 shares — an estimated $25K sold.

Altshuler Shaham first reported a position in STWD in Q4 2017 and held it in 12 quarters. The position peaked at $269K in Q4 2019. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Altshuler Shaham reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Altshuler Shaham sold 1,225 Starwood Property Trust shares in Q4 2024, an estimated $25K.
Altshuler Shaham first reported a position in Starwood Property Trust in Q4 2017 and held it in 12 quarters.
Altshuler Shaham's Starwood Property Trust position peaked at $269K in Q4 2019.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.