Hobart Private Capital’s Starwood Property Trust STWD Stock Holding History

Hobart Private Capital’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
2020 Q2	–	Sell	-18,841	Closed	-$193K	–	167
2020 Q1	$193K	Buy	18,841 +1,860	+11%	+$40.7K	0.13%	142
2019 Q4	$422K	Buy	16,981 +2,504	+17%	+$61.3K	0.26%	117
2019 Q3	$351K	Buy	14,477 +771	+6%	+$18.2K	0.24%	114
2019 Q2	$311K	Buy	13,706 +1,830	+15%	+$41.5K	0.22%	110
2019 Q1	$265K	Buy	11,876 +837	+8%	+$18.3K	0.2%	126
2018 Q4	$218K	Buy	+11,039	New	+$238K	0.19%	135

Other funds holding STWD

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

CCMLC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hobart Private Capital's STWD Position: Q2 2020 in Review

Hobart Private Capital sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 18,841 shares — an estimated $193K sold.

Hobart Private Capital first reported a position in STWD in Q4 2018 and held it in 6 quarters. The position peaked at $422K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

Hobart Private Capital reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
Hobart Private Capital sold 18,841 Starwood Property Trust shares in Q2 2020, an estimated $193K.
Hobart Private Capital first reported a position in Starwood Property Trust in Q4 2018 and held it in 6 quarters.
Hobart Private Capital's Starwood Property Trust position peaked at $422K in Q4 2019.
403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Hobart Private Capital's 13F filing for Q2 2020, filed 11 Mar 2024.