FIM
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Freedom Investment Management’s State Street STT Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-3,174
Closed -$338K – 635
2025
Q2 		$338K Sell
3,174
-517
-14% -$47.8K 0.03% 560
2025
Q1 		$330K Buy
+3,691
New +$353K 0.03% 560
2018
Q3 		– Sell
-12,898
Closed -$1.2M – 973
2018
Q2 		$1.2M Sell
12,898
-2,176
-14% -$216K 0.07% 295
2018
Q1 		$1.5M Sell
15,074
-764
-5% -$80.1K 0.08% 248
2017
Q4 		$1.55M Buy
15,838
+4,775
+43% +$456K 0.08% 219
2017
Q3 		$1.06M Buy
+11,063
New +$1.03M 0.06% 317
2017
Q2 		– Sell
-3,138
Closed -$250K – 1123
2017
Q1 		$250K Buy
+3,138
New +$249K 0.01% 854

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return