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Marsico Capital Management’s Starwood Property Trust STWD Stock Holding History

Marsico Capital Management’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
2018
Q1 		– Sell
-379,171
Closed -$8.1M – 90
2017
Q4 		$8.1M Hold
379,171
– – 0.32% 36
2017
Q3 		$8.24M Buy
379,171
+3,410
+0.9% +$75.2K 0.33% 38
2017
Q2 		$8.41M Hold
375,761
– – 0.35% 42
2017
Q1 		$8.48M Hold
375,761
– – 0.37% 42
2016
Q4 		$8.25M Sell
375,761
-206,888
-36% -$4.56M 0.37% 42
2016
Q3 		$13.1M Sell
582,649
-259,090
-31% -$5.73M 0.49% 36
2016
Q2 		$17.4M Sell
841,739
-21,474
-2% -$428K 0.61% 32
2016
Q1 		$16.3M Hold
863,213
– – 0.48% 35
2015
Q4 		$17.7M Sell
863,213
-249,051
-22% -$5.12M 0.31% 48
2015
Q3 		$22.8M Buy
1,112,264
+162,275
+17% +$3.51M 0.24% 56
2015
Q2 		$20.5M Buy
949,989
+60,010
+7% +$1.42M 0.18% 65
2015
Q1 		$21.6M Sell
889,979
-61,740
-6% -$1.48M 0.18% 63
2014
Q4 		$22.1M Buy
951,719
+23,986
+3% +$551K 0.18% 58
2014
Q3 		$20.4M Buy
927,733
+328,672
+55% +$7.7M 0.16% 65
2014
Q2 		$14.2M Sell
599,061
-20,756
-3% -$495K 0.1% 75
2014
Q1 		$14.6M Sell
619,817
-148,880
-19% -$3.53M 0.11% 80
2013
Q4 		$17.2M Hold
768,697
– – 0.12% 77
2013
Q3 		$14.9M Buy
+768,697
New +$15.5M 0.11% 79

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marsico Capital Management's STWD Position: Q1 2018 in Review

Marsico Capital Management sold out of Starwood Property Trust (STWD) in Q1 2018, closing a stake of 379,171 shares — an estimated $8.1M sold.

Marsico Capital Management first reported a position in STWD in Q3 2013 and held it in 18 quarters. The position peaked at $22.8M in Q3 2015. 368 funds tracked by Wall St. Rank hold STWD as of Q1 2018.

  • Marsico Capital Management reported no remaining Starwood Property Trust position as of Q1 2018 after selling out during the quarter.
  • Marsico Capital Management sold 379,171 Starwood Property Trust shares in Q1 2018, an estimated $8.1M.
  • Marsico Capital Management first reported a position in Starwood Property Trust in Q3 2013 and held it in 18 quarters.
  • Marsico Capital Management's Starwood Property Trust position peaked at $22.8M in Q3 2015.
  • 368 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2018.

Based on Marsico Capital Management's 13F filing for Q1 2018, filed 15 May 2018.