Loomis, Sayles & Company’s Starwood Property Trust STWD Stock Holding History

Loomis, Sayles & Company’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
2022 Q3	–	Sell	-8,306	Closed	-$174K	–	1049
2022 Q2	$174K	Sell	8,306 -4,049	-33%	-$93.1K	﹤0.01%	512
2022 Q1	$299K	Buy	+12,355	New	+$299K	﹤0.01%	521
2021 Q4	–	Sell	-9,458	Closed	-$231K	–	894
2021 Q3	$231K	Sell	9,458 -9,555	-50%	-$244K	﹤0.01%	518
2021 Q2	$498K	Hold	19,013	–	–	﹤0.01%	507
2021 Q1	$470K	Sell	19,013 -19,000	-50%	-$411K	﹤0.01%	493
2020 Q4	$734K	Buy	38,013 +5,821	+18%	+$99.1K	﹤0.01%	488
2020 Q3	$486K	Buy	+32,192	New	+$492K	﹤0.01%	488

Other funds holding STWD

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company's STWD Position: Q3 2022 in Review

Loomis, Sayles & Company sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 8,306 shares — an estimated $174K sold.

Loomis, Sayles & Company first reported a position in STWD in Q3 2020 and held it in 7 quarters. The position peaked at $734K in Q4 2020. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Loomis, Sayles & Company reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
Loomis, Sayles & Company sold 8,306 Starwood Property Trust shares in Q3 2022, an estimated $174K.
Loomis, Sayles & Company first reported a position in Starwood Property Trust in Q3 2020 and held it in 7 quarters.
Loomis, Sayles & Company's Starwood Property Trust position peaked at $734K in Q4 2020.
444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Loomis, Sayles & Company's 13F filing for Q3 2022, filed 14 Nov 2022.