Karp Capital Management’s State Street STT Stock Holding History

Karp Capital Management’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,565	Closed	-$162K	–	338
2018 Q4	$162K	Hold	2,565	–	–	0.08%	97
2018 Q3	$215K	Sell	2,565 -48	-2%	-$4.22K	0.07%	112
2018 Q2	$243K	Hold	2,613	–	–	0.1%	108
2018 Q1	$261K	Buy	2,613 +48	+2%	+$5.03K	0.11%	110
2017 Q4	$250K	Hold	2,565	–	–	0.11%	108
2017 Q3	$245K	Sell	2,565 -1	-0%	-$93	0.11%	102
2017 Q2	$230K	Buy	+2,566	New	+$213K	0.11%	98

Other funds holding STT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Karp Capital Management's STT Position: Q1 2019 in Review

Karp Capital Management sold out of State Street (STT) in Q1 2019, closing a stake of 2,565 shares — an estimated $162K sold.

Karp Capital Management first reported a position in STT in Q2 2017 and held it in 7 quarters. The position peaked at $261K in Q1 2018. 825 funds tracked by Wall St. Rank hold STT as of Q1 2019.

Karp Capital Management reported no remaining State Street position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 2,565 State Street shares in Q1 2019, an estimated $162K.
Karp Capital Management first reported a position in State Street in Q2 2017 and held it in 7 quarters.
Karp Capital Management's State Street position peaked at $261K in Q1 2018.
825 funds tracked by Wall St. Rank held State Street as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.