Anchor Investment Management’s State Street STT Stock Holding History

Anchor Investment Management’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	-6	Closed	-$531	–	1064
2024 Q3	$531	Buy	+6	New	+$495	﹤0.01%	1017
2019 Q2	–	Sell	-100	Closed	-$6.58K	–	822
2019 Q1	$6.58K	Hold	100	–	–	﹤0.01%	664
2018 Q4	$6.31K	Hold	100	–	–	﹤0.01%	670
2018 Q3	$8.38K	Hold	100	–	–	﹤0.01%	674
2018 Q2	$9.31K	Hold	100	–	–	﹤0.01%	663
2018 Q1	$9.97K	Hold	100	–	–	﹤0.01%	634
2017 Q4	$9.76K	Hold	100	–	–	﹤0.01%	640
2017 Q3	$9.55K	Hold	100	–	–	﹤0.01%	627
2017 Q2	$8.97K	Hold	100	–	–	﹤0.01%	577
2017 Q1	$7.96K	Hold	100	–	–	﹤0.01%	586
2016 Q4	$7.77K	Hold	100	–	–	﹤0.01%	568
2016 Q3	$6.96K	Hold	100	–	–	﹤0.01%	555
2016 Q2	$5.39K	Hold	100	–	–	﹤0.01%	571
2016 Q1	$5.85K	Buy	+100	New	+$5.68K	﹤0.01%	544

Other funds holding STT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Anchor Investment Management's STT Position: Q4 2024 in Review

Anchor Investment Management sold out of State Street (STT) in Q4 2024, closing a stake of 6 shares — an estimated $531 sold.

Anchor Investment Management first reported a position in STT in Q1 2016 and held it in 14 quarters. The position peaked at $9.97K in Q1 2018. 1,006 funds tracked by Wall St. Rank hold STT as of Q4 2024.

Anchor Investment Management reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
Anchor Investment Management sold 6 State Street shares in Q4 2024, an estimated $531.
Anchor Investment Management first reported a position in State Street in Q1 2016 and held it in 14 quarters.
Anchor Investment Management's State Street position peaked at $9.97K in Q1 2018.
1,006 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.