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Empire Financial Management Company’s Starwood Property Trust STWD Stock Holding History

Empire Financial Management Company’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
Q4 		– Sell
-11,600
Closed -$224K – 200
2023
Q3 		$224K Hold
11,600
– – 0.1% 183
2023
Q2 		$225K Sell
11,600
-2,000
-15% -$35.5K 0.09% 187
2023
Q1 		$241K Buy
+13,600
New +$263K 0.1% 182

Other funds holding STWD

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Empire Financial Management Company's STWD Position: Q4 2023 in Review

Empire Financial Management Company sold out of Starwood Property Trust (STWD) in Q4 2023, closing a stake of 11,600 shares — an estimated $224K sold.

Empire Financial Management Company first reported a position in STWD in Q1 2023 and held it in 3 quarters. The position peaked at $241K in Q1 2023. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

  • Empire Financial Management Company reported no remaining Starwood Property Trust position as of Q4 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 11,600 Starwood Property Trust shares in Q4 2023, an estimated $224K.
  • Empire Financial Management Company first reported a position in Starwood Property Trust in Q1 2023 and held it in 3 quarters.
  • Empire Financial Management Company's Starwood Property Trust position peaked at $241K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Empire Financial Management Company's 13F filing for Q4 2023, filed 15 Feb 2024.