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Capital Insight Partners’s State Street STT Stock Holding History

Capital Insight Partners’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
2024
Q4 		– Sell
-2,334
Closed -$206K – 162
2024
Q3 		$206K Sell
2,334
-775
-25% -$63.9K 0.04% 155
2024
Q2 		$230K Sell
3,109
-1,166
-27% -$86.9K 0.04% 148
2024
Q1 		$331K Sell
4,275
-609
-12% -$45.2K 0.06% 141
2023
Q4 		$378K Sell
4,884
-1,645
-25% -$115K 0.08% 132
2023
Q3 		$437K Sell
6,529
-3,115
-32% -$220K 0.1% 117
2023
Q2 		$706K Sell
9,644
-1,623
-14% -$117K 0.16% 100
2023
Q1 		$853K Sell
11,267
-429
-4% -$36.1K 0.2% 98
2022
Q4 		$907K Sell
11,696
-1,360
-10% -$100K 0.24% 94
2022
Q3 		$794K Sell
13,056
-5,685
-30% -$389K 0.21% 94
2022
Q2 		$1.16M Sell
18,741
-5,908
-24% -$418K 0.27% 97
2022
Q1 		$2.15M Sell
24,649
-3,430
-12% -$318K 0.44% 79
2021
Q4 		$2.61M Sell
28,079
-1,658
-6% -$156K 0.53% 64
2021
Q3 		$2.52M Sell
29,737
-167
-0.6% -$14.5K 0.55% 67
2021
Q2 		$2.46M Sell
29,904
-526
-2% -$44.4K 0.56% 70
2021
Q1 		$2.56M Sell
30,430
-100
-0.3% -$7.75K 0.62% 64
2020
Q4 		$2.22M Sell
30,530
-1,448
-5% -$98.3K 0.56% 68
2020
Q3 		$1.9M Buy
31,978
+3,377
+12% +$219K 0.53% 70
2020
Q2 		$1.82M Buy
+28,601
New +$1.73M 0.57% 63

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Capital Insight Partners's STT Position: Q4 2024 in Review

Capital Insight Partners sold out of State Street (STT) in Q4 2024, closing a stake of 2,334 shares — an estimated $206K sold.

Capital Insight Partners first reported a position in STT in Q2 2020 and held it in 18 quarters. The position peaked at $2.61M in Q4 2021. 1,006 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Capital Insight Partners reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Capital Insight Partners sold 2,334 State Street shares in Q4 2024, an estimated $206K.
  • Capital Insight Partners first reported a position in State Street in Q2 2020 and held it in 18 quarters.
  • Capital Insight Partners's State Street position peaked at $2.61M in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Capital Insight Partners's 13F filing for Q4 2024, filed 24 Jan 2025.