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Kiwi Wealth Investments Limited Partnership’s State Street STT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2018
Q4 		– Sell
-61,201
Closed -$5.13M – 198
2018
Q3 		$5.13M Buy
+61,201
New +$5.38M 0.48% 56
2013
Q3 		– Sell
-163,322
Closed -$10.7M – 46
2013
Q2 		$10.7M Buy
+163,322
New +$10.2M 1.91% 30

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's STT Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street (STT) in Q4 2018, closing a stake of 61,201 shares — an estimated $5.13M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in STT in Q2 2013 and held it in 2 quarters. The position peaked at $10.7M in Q2 2013. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 61,201 State Street shares in Q4 2018, an estimated $5.13M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in State Street in Q2 2013 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's State Street position peaked at $10.7M in Q2 2013.
  • 819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.