Horan Securities’s Starwood Property Trust STWD Stock Holding History

Horan Securities’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 Q3	–	Sell	-59	Closed	-$1.15K	–	591
2023 Q2	$1.15K	Hold	59	–	–	﹤0.01%	616
2023 Q1	$1.04K	Buy	+59	New	+$1.14K	﹤0.01%	624
2020 Q2	–	Sell	-165	Closed	-$2K	–	369
2020 Q1	$2K	Buy	+165	New	+$3.62K	﹤0.01%	213

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Horan Securities's STWD Position: Q3 2023 in Review

Horan Securities sold out of Starwood Property Trust (STWD) in Q3 2023, closing a stake of 59 shares — an estimated $1.15K sold.

Horan Securities first reported a position in STWD in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 452 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

Horan Securities reported no remaining Starwood Property Trust position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 59 Starwood Property Trust shares in Q3 2023, an estimated $1.15K.
Horan Securities first reported a position in Starwood Property Trust in Q1 2020 and held it in 3 quarters.
Horan Securities's Starwood Property Trust position peaked at $2K in Q1 2020.
452 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.