Jupiter Asset Management’s Starwood Property Trust STWD Stock Holding History

Jupiter Asset 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
2022 Q3	–	Sell	-173,685	Closed	-$3.63M	–	630
2022 Q2	$3.63M	Sell	173,685 -10,598	-6%	-$244K	0.05%	277
2022 Q1	$4.45M	Sell	184,283 -8,748	-5%	-$211K	0.05%	269
2021 Q4	$4.7M	Sell	193,031 -17,225	-8%	-$434K	0.05%	276
2021 Q3	$5.13M	Sell	210,256 -2,106	-1%	-$53.9K	0.06%	258
2021 Q2	$5.55M	Sell	212,362 -82,225	-28%	-$2.1M	0.06%	284
2021 Q1	$7.29M	Buy	294,587 +12,393	+4%	+$268K	0.07%	257
2020 Q4	$5.45M	Buy	+282,194	New	+$4.8M	0.05%	298

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

CCMLC

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

JMPWA

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

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

Norges Bank Oslo, Norway $935B AUM

Jupiter Asset Management's STWD Position: Q3 2022 in Review

Jupiter Asset Management sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 173,685 shares — an estimated $3.63M sold.

Jupiter Asset Management first reported a position in STWD in Q4 2020 and held it in 7 quarters. The position peaked at $7.29M in Q1 2021. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Jupiter Asset Management reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
Jupiter Asset Management sold 173,685 Starwood Property Trust shares in Q3 2022, an estimated $3.63M.
Jupiter Asset Management first reported a position in Starwood Property Trust in Q4 2020 and held it in 7 quarters.
Jupiter Asset Management's Starwood Property Trust position peaked at $7.29M in Q1 2021.
444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Jupiter Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.