LMR Partners’s State Street STT Stock Holding History

LMR Partners’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
2025 Q3	–	Sell	-4,900	Closed	-$521K	–	1644
2025 Q2	$521K	Buy	+4,900	New	+$453K	﹤0.01%	936

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LMR Partners's STT Position: Q3 2025 in Review

LMR Partners sold out of State Street (STT) in Q3 2025, closing a stake of 474 shares — an estimated $50.4K sold.

LMR Partners first reported a position in STT in Q4 2014 and held it in 17 quarters. The position peaked at $16M in Q4 2023. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

LMR Partners reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
LMR Partners sold 474 State Street shares in Q3 2025, an estimated $50.4K.
LMR Partners first reported a position in State Street in Q4 2014 and held it in 17 quarters.
LMR Partners's State Street position peaked at $16M in Q4 2023.
1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on LMR Partners's 13F filing for Q3 2025, filed 14 Nov 2025.