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AXS Investments’s State Street STT Stock Holding History

AXS Investments’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
2025
Q1 		– Sell
-13,991
Closed -$1.37M – 238
2024
Q4 		$1.37M Sell
13,991
-1,000
-7% -$94.7K 0.38% 104
2024
Q3 		$1.33M Buy
+14,991
New +$1.24M 0.35% 141
2023
Q2 		– Sell
-12,768
Closed -$966K – 468
2023
Q1 		$966K Buy
+12,768
New +$1.08M 0.32% 125

Other funds holding STT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AXS Investments's STT Position: Q1 2025 in Review

AXS Investments sold out of State Street (STT) in Q1 2025, closing a stake of 13,991 shares — an estimated $1.37M sold.

AXS Investments first reported a position in STT in Q1 2023 and held it in 3 quarters. The position peaked at $1.37M in Q4 2024. 986 funds tracked by Wall St. Rank hold STT as of Q1 2025.

  • AXS Investments reported no remaining State Street position as of Q1 2025 after selling out during the quarter.
  • AXS Investments sold 13,991 State Street shares in Q1 2025, an estimated $1.37M.
  • AXS Investments first reported a position in State Street in Q1 2023 and held it in 3 quarters.
  • AXS Investments's State Street position peaked at $1.37M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.