Laffer Tengler Investments’s State Street STT Stock Holding History

Laffer Tengler Investments’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
2023 Q4	–	Sell	-284	Closed	-$19K	–	428
2023 Q3	$19K	Buy	+284	New	+$20K	0.01%	270

Other funds holding STT

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Laffer Tengler Investments's STT Position: Q4 2023 in Review

Laffer Tengler Investments sold out of State Street (STT) in Q4 2023, closing a stake of 284 shares — an estimated $19K sold.

Laffer Tengler Investments first reported a position in STT in Q3 2023 and held it in 1 quarter. The position peaked at $19K in Q3 2023. 901 funds tracked by Wall St. Rank hold STT as of Q4 2023.

Laffer Tengler Investments reported no remaining State Street position as of Q4 2023 after selling out during the quarter.
Laffer Tengler Investments sold 284 State Street shares in Q4 2023, an estimated $19K.
Laffer Tengler Investments first reported a position in State Street in Q3 2023 and held it in 1 quarter.
Laffer Tengler Investments's State Street position peaked at $19K in Q3 2023.
901 funds tracked by Wall St. Rank held State Street as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.