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Aperio Group’s Starwood Property Trust STWD Stock Holding History

Aperio Group’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
2020
Q4 		$3.86M Buy
199,829
+1,227
+0.6% +$20.9K 0.01% 947
2020
Q3 		$3M Buy
198,602
+11,088
+6% +$169K 0.01% 926
2020
Q2 		$2.81M Sell
187,514
-159,738
-46% -$2.15M 0.01% 956
2020
Q1 		$3.56M Sell
347,252
-127,128
-27% -$2.79M 0.02% 784
2019
Q4 		$11.8M Buy
474,380
+15,775
+3% +$386K 0.04% 449
2019
Q3 		$11.1M Sell
458,605
-4,846
-1% -$114K 0.04% 441
2019
Q2 		$10.5M Buy
463,451
+12,715
+3% +$289K 0.04% 459
2019
Q1 		$10.1M Sell
450,736
-63,356
-12% -$1.38M 0.04% 459
2018
Q4 		$10.1M Sell
514,092
-225,709
-31% -$4.87M 0.05% 402
2018
Q3 		$15.9M Sell
739,801
-144,350
-16% -$3.2M 0.07% 312
2018
Q2 		$19.2M Buy
884,151
+67,533
+8% +$1.45M 0.09% 250
2018
Q1 		$17.1M Buy
816,618
+125,152
+18% +$2.59M 0.09% 275
2017
Q4 		$14.8M Buy
691,466
+213,984
+45% +$4.64M 0.08% 309
2017
Q3 		$10.4M Buy
477,482
+281,469
+144% +$6.2M 0.06% 383
2017
Q2 		$4.39M Sell
196,013
-59,382
-23% -$1.33M 0.03% 638
2017
Q1 		$5.77M Sell
255,395
-5,961
-2% -$135K 0.04% 499
2016
Q4 		$5.74M Buy
261,356
+178,805
+217% +$3.94M 0.04% 454
2016
Q3 		$1.86M Buy
82,551
+10,636
+15% +$235K 0.01% 862
2016
Q2 		$1.49M Buy
71,915
+48,091
+202% +$959K 0.01% 926
2016
Q1 		$451K Sell
23,824
-72,220
-75% -$1.34M ﹤0.01% 1418
2015
Q4 		$1.98M Buy
96,044
+14,975
+18% +$308K 0.02% 761
2015
Q3 		$1.66M Buy
81,069
+21,329
+36% +$462K 0.02% 786
2015
Q2 		$1.29M Buy
59,740
+16,226
+37% +$385K 0.01% 873
2015
Q1 		$1.06M Buy
43,514
+13,974
+47% +$336K 0.01% 920
2014
Q4 		$687K Buy
29,540
+8,370
+40% +$192K 0.01% 1057
2014
Q3 		$465K Buy
21,170
+1,534
+8% +$36K 0.01% 1180
2014
Q2 		$467K Buy
19,636
+9,693
+97% +$231K 0.01% 1163
2014
Q1 		$235K Buy
+9,943
New +$236K ﹤0.01% 1774
2013
Q4 		– Sell
-14,199
Closed -$300K – 1597
2013
Q3 		$274K Buy
+14,199
New +$285K 0.01% 1471

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aperio Group's STWD Position: Q4 2020 in Review

Aperio Group increased its Starwood Property Trust (STWD) stake by 0.62% in Q4 2020, buying an estimated $20.9K and bringing the position to 199,829 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #947.

Aperio Group first reported a position in STWD in Q3 2013 and has held it in 29 quarters since. The position peaked at $19.2M in Q2 2018. 413 funds tracked by Wall St. Rank hold STWD as of Q4 2020.

  • Aperio Group held 199,829 shares of Starwood Property Trust worth $3.86M as of Q4 2020.
  • Aperio Group bought 1,227 Starwood Property Trust shares in Q4 2020, an estimated $20.9K.
  • Starwood Property Trust made up 0.01% of Aperio Group's portfolio in Q4 2020, its #947 holding.
  • Aperio Group first reported a position in Starwood Property Trust in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Starwood Property Trust position peaked at $19.2M in Q2 2018.
  • 413 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.