Johnson Midwest Financial’s Starwood Property Trust STWD Stock Holding History

Johnson Midwest Financial’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	$21.9K	Hold	1,130	–	–	0.05%	136
2023 Q2	$21.9K	Hold	1,130	–	–	0.02%	138
2023 Q1	$20K	Hold	1,130	–	–	0.03%	146
2022 Q4	$21K	Hold	1,130	–	–	0.08%	136
2022 Q3	$21	Hold	1,130	–	–	0.08%	134
2022 Q2	$24K	Hold	1,130	–	–	0.03%	119
2022 Q1	$27K	Hold	1,130	–	–	0.04%	108
2021 Q4	$27K	Hold	1,130	–	–	0.02%	119
2021 Q3	$28K	Hold	1,130	–	–	0.02%	122
2021 Q2	$30K	Buy	+1,130	New	+$28.8K	0.03%	117

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

Johnson Midwest Financial's STWD Position: Q3 2023 in Review

Johnson Midwest Financial held its Starwood Property Trust (STWD) position steady in Q3 2023 at 1,130 shares worth $21.9K. The position accounts for 0.05% of the portfolio, ranked #136.

Johnson Midwest Financial first reported a position in STWD in Q2 2021 and has held it in 10 quarters since. The position peaked at $30K in Q2 2021. 452 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

Johnson Midwest Financial held 1,130 shares of Starwood Property Trust worth $21.9K as of Q3 2023.
Johnson Midwest Financial left its Starwood Property Trust share count unchanged in Q3 2023.
Starwood Property Trust made up 0.05% of Johnson Midwest Financial's portfolio in Q3 2023, its #136 holding.
Johnson Midwest Financial first reported a position in Starwood Property Trust in Q2 2021 and has held it in 10 quarters since.
Johnson Midwest Financial's Starwood Property Trust position peaked at $30K in Q2 2021.
452 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.