Gradient Investments’s Starwood Property Trust STWD Stock Holding History

Gradient Investments’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
2023 Q4	–	Sell	-20	Closed	-$387	–	1911
2023 Q3	$387	Buy	+20	New	+$406	﹤0.01%	1601
2020 Q2	–	Sell	-9	Closed	–	–	1192
2020 Q1	$0	Buy	+9	New	+$197	﹤0.01%	1230

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Gradient Investments's STWD Position: Q4 2023 in Review

Gradient Investments sold out of Starwood Property Trust (STWD) in Q4 2023, closing a stake of 20 shares — an estimated $387 sold.

Gradient Investments first reported a position in STWD in Q1 2020 and held it in 2 quarters. The position peaked at $387 in Q3 2023. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

Gradient Investments reported no remaining Starwood Property Trust position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 20 Starwood Property Trust shares in Q4 2023, an estimated $387.
Gradient Investments first reported a position in Starwood Property Trust in Q1 2020 and held it in 2 quarters.
Gradient Investments's Starwood Property Trust position peaked at $387 in Q3 2023.
483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.