Minot Wealth Management’s Starwood Property Trust STWD Stock Holding History

Minot Wealth 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
2021 Q4	–	Sell	-11,573	Closed	-$282K	–	213
2021 Q3	$282K	Buy	11,573 +3,000	+35%	+$76.7K	0.06%	162
2021 Q2	$222K	Hold	8,573	–	–	0.05%	184
2021 Q1	$212K	Buy	+8,573	New	+$186K	0.05%	179
2020 Q1	–	Sell	-9,000	Closed	-$230K	–	127
2019 Q4	$230K	Buy	+9,000	New	+$220K	0.1%	126

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Minot Wealth Management's STWD Position: Q4 2021 in Review

Minot Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 11,573 shares — an estimated $282K sold.

Minot Wealth Management first reported a position in STWD in Q4 2019 and held it in 4 quarters. The position peaked at $282K in Q3 2021. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

Minot Wealth Management reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
Minot Wealth Management sold 11,573 Starwood Property Trust shares in Q4 2021, an estimated $282K.
Minot Wealth Management first reported a position in Starwood Property Trust in Q4 2019 and held it in 4 quarters.
Minot Wealth Management's Starwood Property Trust position peaked at $282K in Q3 2021.
477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.