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Freedom Investment Management’s Starwood Property Trust STWD Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-10,229
Closed -$208K – 865
2024
Q1 		$208K Sell
10,229
-694
-6% -$14K 0.02% 739
2023
Q4 		$230K Sell
10,923
-517
-5% -$10.2K 0.02% 676
2023
Q3 		$221K Sell
11,440
-1,231
-10% -$25K 0.03% 596
2023
Q2 		$246K Sell
12,671
-17,660
-58% -$314K 0.03% 598
2023
Q1 		$537K Sell
30,331
-1,521
-5% -$29.4K 0.06% 383
2022
Q4 		$584K Sell
31,852
-14,932
-32% -$297K 0.07% 363
2022
Q3 		$852K Sell
46,784
-5,047
-10% -$114K 0.1% 270
2022
Q2 		$1.08M Sell
51,831
-35,858
-41% -$825K 0.12% 244
2022
Q1 		$2.12M Buy
87,689
+14,606
+20% +$353K 0.19% 131
2021
Q4 		$1.78M Buy
73,083
+46,377
+174% +$1.17M 0.13% 200
2021
Q3 		$652K Sell
26,706
-8,390
-24% -$215K 0.05% 433
2021
Q2 		$918K Buy
35,096
+1,642
+5% +$41.8K 0.07% 355
2021
Q1 		$828K Buy
+33,454
New +$724K 0.06% 360
2018
Q2 		– Sell
-24,988
Closed -$524K – 1121
2018
Q1 		$524K Buy
24,988
+4,930
+25% +$102K 0.03% 603
2017
Q4 		$428K Buy
20,058
+4,471
+29% +$96.9K 0.02% 705
2017
Q3 		$339K Buy
15,587
+2,881
+23% +$63.5K 0.02% 781
2017
Q2 		$284K Buy
12,706
+2,139
+20% +$47.8K 0.02% 808
2017
Q1 		$239K Buy
+10,567
New +$238K 0.01% 883

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's STWD Position: Q2 2024 in Review

Freedom Investment Management sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 10,229 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in STWD in Q1 2017 and held it in 18 quarters. The position peaked at $2.12M in Q1 2022. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

  • Freedom Investment Management reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 10,229 Starwood Property Trust shares in Q2 2024, an estimated $208K.
  • Freedom Investment Management first reported a position in Starwood Property Trust in Q1 2017 and held it in 18 quarters.
  • Freedom Investment Management's Starwood Property Trust position peaked at $2.12M in Q1 2022.
  • 492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.