CSat Investment Advisory’s Starwood Property Trust STWD Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-1,196	Closed	-$18K	–	910
2020 Q3	$18K	Buy	1,196 +180	+18%	+$2.75K	﹤0.01%	902
2020 Q2	$15K	Buy	1,016 +27	+3%	+$364	﹤0.01%	928
2020 Q1	$10K	Buy	989 +178	+22%	+$3.9K	﹤0.01%	924
2019 Q4	$20K	Buy	811 +93	+13%	+$2.28K	0.01%	790
2019 Q3	$17K	Buy	718 +139	+24%	+$3.28K	0.01%	757
2019 Q2	$13K	Buy	+579	New	+$13.1K	﹤0.01%	799

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CSat Investment Advisory's STWD Position: Q4 2020 in Review

CSat Investment Advisory sold out of Starwood Property Trust (STWD) in Q4 2020, closing a stake of 1,196 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in STWD in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q4 2019. 413 funds tracked by Wall St. Rank hold STWD as of Q4 2020.

CSat Investment Advisory reported no remaining Starwood Property Trust position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,196 Starwood Property Trust shares in Q4 2020, an estimated $18K.
CSat Investment Advisory first reported a position in Starwood Property Trust in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Starwood Property Trust position peaked at $20K in Q4 2019.
413 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.