D'Orazio & Associates’s Starwood Property Trust STWD Stock Holding History

D'Orazio & Associates’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
2021 Q3	–	Sell	-425	Closed	-$11K	–	785
2021 Q2	$11K	Buy	425 +77	+22%	+$1.96K	﹤0.01%	299
2021 Q1	$9K	Buy	348 +8	+2%	+$173	﹤0.01%	295
2020 Q4	$7K	Buy	340 +205	+152%	+$3.49K	﹤0.01%	290
2020 Q3	$2K	Buy	135 +4	+3%	+$61	﹤0.01%	299
2020 Q2	$2K	Buy	131 +5	+4%	+$67	﹤0.01%	310
2020 Q1	$1K	Buy	126 +2	+2%	+$44	﹤0.01%	320
2019 Q4	$3K	Buy	124 +2	+2%	+$49	﹤0.01%	304
2019 Q3	$3K	Buy	+122	New	+$2.88K	﹤0.01%	303
2019 Q2	–	Hold	0	–	–	–	296
2019 Q1	–	Hold	0	–	–	–	305
2018 Q4	–	Hold	0	–	–	–	275
2018 Q3	–	Hold	0	–	–	–	264
2018 Q2	–	Sell	-107	Closed	-$2.3K	–	252
2018 Q1	$2K	Buy	+107	New	+$2.21K	﹤0.01%	266
2017 Q4	–	Hold	0	–	–	–	279

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

D'Orazio & Associates's STWD Position: Q3 2021 in Review

D'Orazio & Associates sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 425 shares — an estimated $11K sold.

D'Orazio & Associates first reported a position in STWD in Q1 2018 and held it in 9 quarters. The position peaked at $11K in Q2 2021. 426 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

D'Orazio & Associates reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
D'Orazio & Associates sold 425 Starwood Property Trust shares in Q3 2021, an estimated $11K.
D'Orazio & Associates first reported a position in Starwood Property Trust in Q1 2018 and held it in 9 quarters.
D'Orazio & Associates's Starwood Property Trust position peaked at $11K in Q2 2021.
426 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on D'Orazio & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.