Berman Capital Advisors’s Starwood Property Trust STWD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$116K	Buy	4,808 +261	+6%	+$6.68K	0.02%	397
2021 Q2	$118K	Buy	4,547 +4	+0.1%	+$102	0.02%	335
2021 Q1	$111K	Buy	4,543 +6	+0.1%	+$130	0.02%	280
2020 Q4	$87K	Buy	4,537 +4,001	+746%	+$68.1K	0.02%	279
2020 Q3	$8K	Buy	536 +7	+1%	+$107	﹤0.01%	889
2020 Q2	$7K	Buy	529 +356	+206%	+$4.79K	﹤0.01%	901
2020 Q1	$1K	Sell	173 -497	-74%	-$10.9K	﹤0.01%	1366
2019 Q4	$16K	Buy	670 +221	+49%	+$5.41K	﹤0.01%	600
2019 Q3	$10K	Buy	449 +3	+0.7%	+$71	﹤0.01%	723
2019 Q2	$10K	Buy	446 +3	+0.7%	+$68	﹤0.01%	738
2019 Q1	$9K	Buy	443 +152	+52%	+$3.32K	﹤0.01%	704
2018 Q4	$5K	Buy	+291	New	+$6.28K	﹤0.01%	699

Other funds holding STWD

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Berman Capital Advisors's STWD Position: Q3 2021 in Review

Berman Capital Advisors increased its Starwood Property Trust (STWD) stake by 5.7% in Q3 2021, buying an estimated $6.68K and bringing the position to 4,808 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #397.

Berman Capital Advisors first reported a position in STWD in Q4 2018 and has held it in 12 quarters since. The position peaked at $118K in Q2 2021. 426 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

Berman Capital Advisors held 4,808 shares of Starwood Property Trust worth $116K as of Q3 2021.
Berman Capital Advisors bought 261 Starwood Property Trust shares in Q3 2021, an estimated $6.68K.
Starwood Property Trust made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #397 holding.
Berman Capital Advisors first reported a position in Starwood Property Trust in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Starwood Property Trust position peaked at $118K in Q2 2021.
426 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.