MD Financial Management’s State Street STT Stock Holding History

MD Financial Management’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
2021 Q4	$56K	Hold	600	–	–	﹤0.01%	284
2021 Q3	$51K	Hold	600	–	–	﹤0.01%	272
2021 Q2	$49K	Hold	600	–	–	﹤0.01%	268
2021 Q1	$50K	Hold	600	–	–	﹤0.01%	197
2020 Q4	$44K	Buy	+600	New	+$40.7K	﹤0.01%	69

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

MD Financial Management's STT Position: Q4 2021 in Review

MD Financial Management held its State Street (STT) position steady in Q4 2021 at 600 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

MD Financial Management first reported a position in STT in Q4 2020 and has held it in 5 quarters since. 898 funds tracked by Wall St. Rank hold STT as of Q4 2021.

MD Financial Management held 600 shares of State Street worth $56K as of Q4 2021.
MD Financial Management left its State Street share count unchanged in Q4 2021.
State Street made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #284 holding.
MD Financial Management first reported a position in State Street in Q4 2020 and has held it in 5 quarters since.
898 funds tracked by Wall St. Rank held State Street as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.