EI
STWD icon

Ellevest Inc’s Starwood Property Trust STWD Stock Holding History

Ellevest Inc’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
-114
Closed -$2.09K – 2057
2022
Q4 		$2.09K Sell
114
-241
-68% -$4.8K ﹤0.01% 1380
2022
Q3 		$6K Buy
+355
New +$8.04K ﹤0.01% 1149
2022
Q2 		– Sell
-1,082
Closed -$26K – 1677
2022
Q1 		$26K Buy
1,082
+990
+1,076% +$23.9K ﹤0.01% 677
2021
Q4 		$2K Hold
92
– – ﹤0.01% 1200
2021
Q3 		$2K Buy
92
+15
+19% +$384 ﹤0.01% 1180
2021
Q2 		$2K Buy
77
+14
+22% +$357 ﹤0.01% 1071
2021
Q1 		$2K Buy
+63
New +$1.36K ﹤0.01% 1088

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

Ellevest Inc's STWD Position: Q1 2023 in Review

Ellevest Inc sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 114 shares — an estimated $2.09K sold.

Ellevest Inc first reported a position in STWD in Q1 2021 and held it in 7 quarters. The position peaked at $26K in Q1 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • Ellevest Inc reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 114 Starwood Property Trust shares in Q1 2023, an estimated $2.09K.
  • Ellevest Inc first reported a position in Starwood Property Trust in Q1 2021 and held it in 7 quarters.
  • Ellevest Inc's Starwood Property Trust position peaked at $26K in Q1 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.