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JGP Wealth Management’s Starwood Property Trust STWD Stock Holding History

JGP Wealth Management’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
2021
Q2 		– Sell
-66,359
Closed -$1.64M – 165
2021
Q1 		$1.64M Buy
66,359
+167
+0.3% +$3.62K 0.37% 52
2020
Q4 		$1.33M Buy
66,192
+1,709
+3% +$29.1K 0.31% 57
2020
Q3 		$991K Buy
64,483
+3,147
+5% +$48.1K 0.26% 65
2020
Q2 		$851K Buy
61,336
+5,364
+10% +$72.2K 0.25% 66
2020
Q1 		$705K Sell
55,972
-73
-0.1% -$1.6K 0.25% 75
2019
Q4 		$1.39M Buy
56,045
+331
+0.6% +$8.1K 0.41% 60
2019
Q3 		$1.33M Sell
55,714
-189
-0.3% -$4.46K 0.46% 60
2019
Q2 		$1.27M Buy
55,903
+197
+0.4% +$4.47K 0.45% 61
2019
Q1 		$1.25M Buy
55,706
+3,047
+6% +$66.5K 0.47% 63
2018
Q4 		$1.04M Buy
52,659
+80
+0.2% +$1.73K 0.43% 66
2018
Q3 		$1.13M Sell
52,579
-549
-1% -$12.2K 0.45% 67
2018
Q2 		$1.15M Buy
+53,128
New +$1.14M 0.48% 69

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JGP Wealth Management's STWD Position: Q2 2021 in Review

JGP Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 66,359 shares — an estimated $1.64M sold.

JGP Wealth Management first reported a position in STWD in Q2 2018 and held it in 12 quarters. The position peaked at $1.64M in Q1 2021. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

  • JGP Wealth Management reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
  • JGP Wealth Management sold 66,359 Starwood Property Trust shares in Q2 2021, an estimated $1.64M.
  • JGP Wealth Management first reported a position in Starwood Property Trust in Q2 2018 and held it in 12 quarters.
  • JGP Wealth Management's Starwood Property Trust position peaked at $1.64M in Q1 2021.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on JGP Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.