Clifford Swan Investment Counsel’s Starwood Property Trust STWD Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q4	–	Sell	-13,425	Closed	-$245K	–	316
2022 Q3	$245K	Buy	13,425 +1,966	+17%	+$44.5K	0.01%	277
2022 Q2	$239K	Hold	11,459	–	–	0.01%	299
2022 Q1	$277K	Hold	11,459	–	–	0.01%	292
2021 Q4	$278K	Hold	11,459	–	–	0.01%	296
2021 Q3	$297K	Hold	11,459	–	–	0.01%	287
2021 Q2	$296K	Hold	11,459	–	–	0.01%	274
2021 Q1	$283K	Hold	11,459	–	–	0.01%	281
2020 Q4	$221K	Hold	11,459	–	–	0.01%	302
2020 Q3	$173K	Hold	11,459	–	–	0.01%	305
2020 Q2	$171K	Sell	11,459 -573	-5%	-$7.71K	0.01%	294
2020 Q1	$123K	Hold	12,032	–	–	0.01%	287
2019 Q4	$299K	Hold	12,032	–	–	0.01%	264
2019 Q3	$291K	Hold	12,032	–	–	0.02%	259
2019 Q2	$273K	Buy	12,032 +573	+5%	+$13K	0.01%	270
2019 Q1	$256K	Hold	11,459	–	–	0.01%	275
2018 Q4	$226K	Hold	11,459	–	–	0.01%	277
2018 Q3	$247K	Hold	11,459	–	–	0.01%	283
2018 Q2	$249K	Hold	11,459	–	–	0.01%	280
2018 Q1	$240K	Hold	11,459	–	–	0.01%	278
2017 Q4	$245K	Hold	11,459	–	–	0.01%	278
2017 Q3	$249K	Hold	11,459	–	–	0.02%	280
2017 Q2	$257K	Hold	11,459	–	–	0.02%	274
2017 Q1	$259K	Hold	11,459	–	–	0.02%	258
2016 Q4	$252K	Hold	11,459	–	–	0.02%	244
2016 Q3	$258K	Buy	+11,459	New	+$253K	0.02%	244

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clifford Swan Investment Counsel's STWD Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 13,425 shares — an estimated $245K sold.

Clifford Swan Investment Counsel first reported a position in STWD in Q3 2016 and held it in 25 quarters. The position peaked at $299K in Q4 2019. 465 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 13,425 Starwood Property Trust shares in Q4 2022, an estimated $245K.
Clifford Swan Investment Counsel first reported a position in Starwood Property Trust in Q3 2016 and held it in 25 quarters.
Clifford Swan Investment Counsel's Starwood Property Trust position peaked at $299K in Q4 2019.
465 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.