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Donoghue Forlines’s Starwood Property Trust STWD Stock Holding History

Donoghue Forlines’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
2023
Q1 		– Sell
-23,398
Closed -$429K – 259
2022
Q4 		$429K Buy
23,398
+12,451
+114% +$248K 0.15% 171
2022
Q3 		$199K Buy
+10,947
New +$248K 0.07% 233

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Donoghue Forlines's STWD Position: Q1 2023 in Review

Donoghue Forlines sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 23,398 shares — an estimated $429K sold.

Donoghue Forlines first reported a position in STWD in Q3 2022 and held it in 2 quarters. The position peaked at $429K in Q4 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • Donoghue Forlines reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • Donoghue Forlines sold 23,398 Starwood Property Trust shares in Q1 2023, an estimated $429K.
  • Donoghue Forlines first reported a position in Starwood Property Trust in Q3 2022 and held it in 2 quarters.
  • Donoghue Forlines's Starwood Property Trust position peaked at $429K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Donoghue Forlines's 13F filing for Q1 2023, filed 8 May 2023.