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Lee Financial’s Starwood Property Trust STWD Stock Holding History

Lee Financial’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
2021
Q4 		– Sell
-335
Closed -$8K – 952
2021
Q3 		$8K Hold
335
– – ﹤0.01% 451
2021
Q2 		$9K Buy
+335
New +$8.54K ﹤0.01% 427
2020
Q2 		– Sell
-660
Closed -$7K – 547
2020
Q1 		$7K Buy
660
+405
+159% +$8.87K ﹤0.01% 349
2019
Q4 		$6K Buy
255
+5
+2% +$122 ﹤0.01% 402
2019
Q3 		$6K Buy
+250
New +$5.89K ﹤0.01% 413
2017
Q4 		– Sell
-430
Closed -$9K – 500
2017
Q3 		$9K Buy
+430
New +$9.48K ﹤0.01% 359

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lee Financial's STWD Position: Q4 2021 in Review

Lee Financial sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 335 shares — an estimated $8K sold.

Lee Financial first reported a position in STWD in Q3 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

  • Lee Financial reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
  • Lee Financial sold 335 Starwood Property Trust shares in Q4 2021, an estimated $8K.
  • Lee Financial first reported a position in Starwood Property Trust in Q3 2017 and held it in 6 quarters.
  • Lee Financial's Starwood Property Trust position peaked at $9K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.