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Meristem Family Wealth’s Starwood Property Trust STWD Stock Holding History

Meristem Family Wealth’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
2021
Q3 		– Sell
-7,980
Closed -$209K – 425
2021
Q2 		$209K Buy
+7,980
New +$203K 0.03% 304

Other funds holding STWD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meristem Family Wealth's STWD Position: Q3 2021 in Review

Meristem Family Wealth sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 7,980 shares — an estimated $209K sold.

Meristem Family Wealth first reported a position in STWD in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • Meristem Family Wealth reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 7,980 Starwood Property Trust shares in Q3 2021, an estimated $209K.
  • Meristem Family Wealth first reported a position in Starwood Property Trust in Q2 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Starwood Property Trust position peaked at $209K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Meristem Family Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.