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Crumly & Associates’s State Street STT Stock Holding History

Crumly & Associates’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
2023
Q1 		– Sell
-5,534
Closed -$429K – 115
2022
Q4 		$429K Buy
5,534
+1,035
+23% +$76.2K 0.16% 65
2022
Q3 		$274K Buy
4,499
+583
+15% +$39.8K 0.11% 92
2022
Q2 		$241K Buy
+3,916
New +$277K 0.1% 99

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Crumly & Associates's STT Position: Q1 2023 in Review

Crumly & Associates sold out of State Street (STT) in Q1 2023, closing a stake of 5,534 shares — an estimated $429K sold.

Crumly & Associates first reported a position in STT in Q2 2022 and held it in 3 quarters. The position peaked at $429K in Q4 2022. 899 funds tracked by Wall St. Rank hold STT as of Q1 2023.

  • Crumly & Associates reported no remaining State Street position as of Q1 2023 after selling out during the quarter.
  • Crumly & Associates sold 5,534 State Street shares in Q1 2023, an estimated $429K.
  • Crumly & Associates first reported a position in State Street in Q2 2022 and held it in 3 quarters.
  • Crumly & Associates's State Street position peaked at $429K in Q4 2022.
  • 899 funds tracked by Wall St. Rank held State Street as of Q1 2023.

Based on Crumly & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.