Gradient Investments’s State Street STT Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-9	Closed	-$666	–	1164
2024 Q2	$666	Hold	9	–	–	﹤0.01%	1150
2024 Q1	$696	Sell	9 -34	-79%	-$2.52K	﹤0.01%	969
2023 Q4	$3.33K	Buy	43 +34	+378%	+$2.37K	﹤0.01%	1090
2023 Q3	$603	Hold	9	–	–	﹤0.01%	1507
2023 Q2	$659	Buy	+9	New	+$647	﹤0.01%	1482
2023 Q1	–	Sell	-4	Closed	-$310	–	1632
2022 Q4	$310	Buy	+4	New	+$295	﹤0.01%	1341
2022 Q2	–	Sell	-40	Closed	-$3K	–	1374
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	993
2021 Q4	$4K	Buy	+40	New	+$3.77K	﹤0.01%	979
2018 Q2	–	Sell	-16	Closed	-$2K	–	1128
2018 Q1	$2K	Hold	16	–	–	﹤0.01%	842
2017 Q4	$2K	Buy	+16	New	+$1.53K	﹤0.01%	831
2014 Q2	–	Sell	-130	Closed	-$9K	–	564
2014 Q1	$9K	Buy	130 +66	+103%	+$4.56K	﹤0.01%	354
2013 Q4	$5K	Sell	64 -45	-41%	-$3.15K	﹤0.01%	437
2013 Q3	$7K	Buy	109 +45	+70%	+$3.08K	﹤0.01%	316
2013 Q2	$4K	Buy	+64	New	+$3.98K	﹤0.01%	324

Other funds holding STT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return