Fortem Financial Group’s Starwood Property Trust STWD Stock Holding History

Fortem Financial Group’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
2024 Q3	–	Sell	-26,278	Closed	-$498K	–	190
2024 Q2	$498K	Buy	26,278 +519	+2%	+$10.1K	0.21%	107
2024 Q1	$524K	Buy	25,759 +2,208	+9%	+$44.7K	0.23%	110
2023 Q4	$495K	Buy	23,551 +204	+0.9%	+$4.01K	0.25%	106
2023 Q3	$452K	Buy	23,347 +3,011	+15%	+$61.1K	0.26%	102
2023 Q2	$395K	Buy	20,336 +2,461	+14%	+$43.7K	0.23%	109
2023 Q1	$316K	Buy	17,875 +2,090	+13%	+$40.4K	0.21%	116
2022 Q4	$289K	Buy	15,785 +1,696	+12%	+$33.8K	0.17%	135
2022 Q3	$257K	Sell	14,089 -2,038	-13%	-$46.2K	0.18%	137
2022 Q2	$337K	Buy	+16,127	New	+$371K	0.22%	132

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortem Financial Group's STWD Position: Q3 2024 in Review

Fortem Financial Group sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 26,278 shares — an estimated $498K sold.

Fortem Financial Group first reported a position in STWD in Q2 2022 and held it in 9 quarters. The position peaked at $524K in Q1 2024. 507 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

Fortem Financial Group reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
Fortem Financial Group sold 26,278 Starwood Property Trust shares in Q3 2024, an estimated $498K.
Fortem Financial Group first reported a position in Starwood Property Trust in Q2 2022 and held it in 9 quarters.
Fortem Financial Group's Starwood Property Trust position peaked at $524K in Q1 2024.
507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.