Bruderman Asset Management’s Starwood Property Trust STWD Stock Holding History

Bruderman Asset Management’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 Q4	–	Sell	-16,599	Closed	-$405K	–	124
2021 Q3	$405K	Buy	16,599 +178	+1%	+$4.55K	0.1%	87
2021 Q2	$430K	Buy	16,421 +1,318	+9%	+$33.6K	0.13%	57
2021 Q1	$374K	Sell	15,103 -1,678	-10%	-$36.3K	0.1%	86
2020 Q4	$324K	Buy	16,781 +3,131	+23%	+$53.3K	0.09%	86
2020 Q3	$206K	Sell	13,650 -201	-1%	-$3.07K	0.07%	92
2020 Q2	$205K	Buy	13,851 +620	+5%	+$8.35K	0.07%	89
2020 Q1	$133K	Buy	+13,231	New	+$290K	0.05%	82
2019 Q2	–	Sell	-109	Closed	-$2K	–	501
2019 Q1	$2K	Hold	109	–	–	﹤0.01%	581
2018 Q4	$2K	Buy	+109	New	+$2.35K	﹤0.01%	580

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bruderman Asset Management's STWD Position: Q4 2021 in Review

Bruderman Asset Management sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 16,599 shares — an estimated $405K sold.

Bruderman Asset Management first reported a position in STWD in Q4 2018 and held it in 9 quarters. The position peaked at $430K in Q2 2021. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

Bruderman Asset Management reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
Bruderman Asset Management sold 16,599 Starwood Property Trust shares in Q4 2021, an estimated $405K.
Bruderman Asset Management first reported a position in Starwood Property Trust in Q4 2018 and held it in 9 quarters.
Bruderman Asset Management's Starwood Property Trust position peaked at $430K in Q2 2021.
477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.