Claris Advisors’s State Street STT Stock Holding History

Claris Advisors’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	-9	Closed	-$796	–	1011
2024 Q3	$796	Buy	+9	New	+$742	﹤0.01%	491

Other funds holding STT

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Claris Advisors's STT Position: Q4 2024 in Review

Claris Advisors sold out of State Street (STT) in Q4 2024, closing a stake of 9 shares — an estimated $796 sold.

Claris Advisors first reported a position in STT in Q3 2024 and held it in 1 quarter. The position peaked at $796 in Q3 2024. 1,002 funds tracked by Wall St. Rank hold STT as of Q4 2024.

Claris Advisors reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 State Street shares in Q4 2024, an estimated $796.
Claris Advisors first reported a position in State Street in Q3 2024 and held it in 1 quarter.
Claris Advisors's State Street position peaked at $796 in Q3 2024.
1,002 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.