Leelyn Smith’s State Street STT Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-1,492	Closed	-$116K	–	384
2022 Q4	$116K	Hold	1,492	–	–	0.03%	127
2022 Q3	$91K	Hold	1,492	–	–	0.03%	118
2022 Q2	$92K	Hold	1,492	–	–	0.02%	160
2022 Q1	$130K	Hold	1,492	–	–	0.03%	136
2021 Q4	$139K	Hold	1,492	–	–	0.04%	139
2021 Q3	$126K	Hold	1,492	–	–	0.04%	141
2021 Q2	$123K	Hold	1,492	–	–	0.04%	148
2021 Q1	$125K	Hold	1,492	–	–	0.04%	153
2020 Q4	$109K	Hold	1,492	–	–	0.03%	155
2020 Q3	$89K	Hold	1,492	–	–	0.03%	170
2020 Q2	$95K	Hold	1,492	–	–	0.04%	165
2020 Q1	$79K	Hold	1,492	–	–	0.04%	149
2019 Q4	$118K	Buy	+1,492	New	+$105K	0.06%	141

Other funds holding STT

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Leelyn Smith's STT Position: Q1 2023 in Review

Leelyn Smith sold out of State Street (STT) in Q1 2023, closing a stake of 1,492 shares — an estimated $116K sold.

Leelyn Smith first reported a position in STT in Q4 2019 and held it in 13 quarters. The position peaked at $139K in Q4 2021. 901 funds tracked by Wall St. Rank hold STT as of Q1 2023.

Leelyn Smith reported no remaining State Street position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,492 State Street shares in Q1 2023, an estimated $116K.
Leelyn Smith first reported a position in State Street in Q4 2019 and held it in 13 quarters.
Leelyn Smith's State Street position peaked at $139K in Q4 2021.
901 funds tracked by Wall St. Rank held State Street as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.