Householder Group Estate & Retirement Specialist’s Starwood Property Trust STWD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-11	Closed	–	–	1138
2024 Q3	$0	Sell	11 -500	-98%	-$9.98K	﹤0.01%	1318
2024 Q2	$9K	Hold	511	–	–	﹤0.01%	840
2024 Q1	$10.4K	Hold	511	–	–	﹤0.01%	806
2023 Q4	$10K	Hold	511	–	–	﹤0.01%	773
2023 Q3	$9.89K	Buy	+511	New	+$10.4K	﹤0.01%	793
2023 Q1	$9K	Hold	511	–	–	﹤0.01%	842
2022 Q4	$9K	Hold	511	–	–	0.01%	243
2022 Q3	$9K	Buy	+511	New	+$11.6K	﹤0.01%	763

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Householder Group Estate & Retirement Specialist's STWD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 11 shares.

Householder Group Estate & Retirement Specialist first reported a position in STWD in Q3 2022 and held it in 8 quarters. The position peaked at $10.4K in Q1 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 11 Starwood Property Trust shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Starwood Property Trust in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Starwood Property Trust position peaked at $10.4K in Q1 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.