ER
STT icon

Enlightenment Research’s State Street STT Stock Holding History

Enlightenment Research’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,700
Closed -$229K – 190
2021
Q3 		$229K Buy
+2,700
New +$235K 0.28% 112
2020
Q1 		– Sell
-2,800
Closed -$221K – 193
2019
Q4 		$221K Buy
+2,800
New +$197K 1.04% 45

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Enlightenment Research's STT Position: Q4 2021 in Review

Enlightenment Research sold out of State Street (STT) in Q4 2021, closing a stake of 2,700 shares — an estimated $229K sold.

Enlightenment Research first reported a position in STT in Q4 2019 and held it in 2 quarters. The position peaked at $229K in Q3 2021. 899 funds tracked by Wall St. Rank hold STT as of Q4 2021.

  • Enlightenment Research reported no remaining State Street position as of Q4 2021 after selling out during the quarter.
  • Enlightenment Research sold 2,700 State Street shares in Q4 2021, an estimated $229K.
  • Enlightenment Research first reported a position in State Street in Q4 2019 and held it in 2 quarters.
  • Enlightenment Research's State Street position peaked at $229K in Q3 2021.
  • 899 funds tracked by Wall St. Rank held State Street as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.