MFG
RWT

Mendota Financial Group’s Redwood Trust RWT Stock Holding History

Mendota Financial Group’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$55 – 1006
2024
Q3 		$55 Buy
+7
New +$51 ﹤0.01% 1116

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Wellington Management Group
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mendota Financial Group's RWT Position: Q4 2024 in Review

Mendota Financial Group sold out of Redwood Trust (RWT) in Q4 2024, closing a stake of 7 shares — an estimated $55 sold.

Mendota Financial Group first reported a position in RWT in Q3 2024 and held it in 1 quarter. The position peaked at $55 in Q3 2024. 210 funds tracked by Wall St. Rank hold RWT as of Q4 2024.

  • Mendota Financial Group reported no remaining Redwood Trust position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 7 Redwood Trust shares in Q4 2024, an estimated $55.
  • Mendota Financial Group first reported a position in Redwood Trust in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Redwood Trust position peaked at $55 in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.