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Disciplined Investments’s Starwood Property Trust STWD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-1,000
Closed -$21K – 1601
2022
Q2 		$21K Hold
1,000
– – 0.01% 313
2022
Q1 		$24K Hold
1,000
– – 0.01% 312
2021
Q4 		$24K Sell
1,000
-750
-43% -$18.9K 0.01% 286
2021
Q3 		$43K Buy
+1,750
New +$44.8K 0.02% 214

Other funds holding STWD

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
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's STWD Position: Q3 2022 in Review

Disciplined Investments sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Disciplined Investments first reported a position in STWD in Q3 2021 and held it in 4 quarters. The position peaked at $43K in Q3 2021. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

  • Disciplined Investments reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 1,000 Starwood Property Trust shares in Q3 2022, an estimated $21K.
  • Disciplined Investments first reported a position in Starwood Property Trust in Q3 2021 and held it in 4 quarters.
  • Disciplined Investments's Starwood Property Trust position peaked at $43K in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.