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Moody Lynn & Lieberson’s State Street STT Stock Holding History

Moody Lynn & Lieberson’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
2020
Q1 		– Sell
-11,600
Closed -$918K – 197
2019
Q4 		$918K Buy
+11,600
New +$817K 0.09% 119

Other funds holding STT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Lynn & Lieberson's STT Position: Q1 2020 in Review

Moody Lynn & Lieberson sold out of State Street (STT) in Q1 2020, closing a stake of 11,600 shares — an estimated $918K sold.

Moody Lynn & Lieberson first reported a position in STT in Q4 2019 and held it in 1 quarter. The position peaked at $918K in Q4 2019. 749 funds tracked by Wall St. Rank hold STT as of Q1 2020.

  • Moody Lynn & Lieberson reported no remaining State Street position as of Q1 2020 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 11,600 State Street shares in Q1 2020, an estimated $918K.
  • Moody Lynn & Lieberson first reported a position in State Street in Q4 2019 and held it in 1 quarter.
  • Moody Lynn & Lieberson's State Street position peaked at $918K in Q4 2019.
  • 749 funds tracked by Wall St. Rank held State Street as of Q1 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2020, filed 30 Apr 2020.