Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Starwood Property Trust STWD Stock Holding History

Kovitz Investment Group Partners’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
2024
Q3 		– Sell
-10,645
Closed -$202K – 1098
2024
Q2 		$202K Buy
+10,645
New +$207K ﹤0.01% 796

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Kovitz Investment Group Partners's STWD Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 10,645 shares — an estimated $202K sold.

Kovitz Investment Group Partners first reported a position in STWD in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 508 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,645 Starwood Property Trust shares in Q3 2024, an estimated $202K.
  • Kovitz Investment Group Partners first reported a position in Starwood Property Trust in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Starwood Property Trust position peaked at $202K in Q2 2024.
  • 508 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.