Morningstar Investment Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+3,559
| New | +$378K | 0.03% | 138 |
|
|
2025
Q1 | – | Sell |
-3,652
| Closed | -$358K | – | 199 |
|
|
2024
Q4 | $358K | Sell |
3,652
-3,780
| -51% | -$371K | 0.03% | 148 |
|
|
2024
Q3 | $676K | Sell |
7,432
-5,488
| -42% | -$499K | 0.07% | 118 |
|
|
2024
Q2 | $956K | Sell |
12,920
-1,163
| -8% | -$86.1K | 0.1% | 84 |
|
|
2024
Q1 | $1.09M | Buy |
14,083
+4,025
| +40% | +$311K | 0.12% | 78 |
|
|
2023
Q4 | $779K | Buy |
+10,058
| New | +$779K | 0.09% | 99 |
|