Bessemer Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bessemer Group’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-238	Closed	-$10K	–	2046
2022 Q4	$10K	Buy	+238	New	+$9.64K	﹤0.01%	1445
2018 Q2	–	Sell	-608	Closed	-$28K	–	1778
2018 Q1	$28K	Buy	+608	New	+$28.3K	﹤0.01%	1344
2017 Q3	–	Sell	-2,000	Closed	-$95K	–	1870
2017 Q2	$95K	Buy	+2,000	New	+$95.9K	﹤0.01%	1189
2016 Q1	–	Sell	-2,338	Closed	-$109K	–	1625
2015 Q4	$109K	Buy	+2,338	New	+$110K	﹤0.01%	828

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bessemer Group's RWO Position: Q1 2023 in Review

Bessemer Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 238 shares — an estimated $10K sold.

Bessemer Group first reported a position in RWO in Q4 2015 and held it in 4 quarters. The position peaked at $109K in Q4 2015. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

Bessemer Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Bessemer Group sold 238 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $10K.
Bessemer Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 4 quarters.
Bessemer Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $109K in Q4 2015.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Bessemer Group's 13F filing for Q1 2023, filed 10 May 2023.