MOTCO’s Starwood Property Trust STWD Stock Holding History

MOTCO’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
2022 Q2	–	Sell	-145	Closed	-$4K	–	609
2022 Q1	$4K	Buy	+145	New	+$3.5K	﹤0.01%	549
2017 Q4	–	Sell	-2,000	Closed	-$43K	–	592
2017 Q3	$43K	Buy	+2,000	New	+$44.1K	﹤0.01%	320

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MOTCO's STWD Position: Q2 2022 in Review

MOTCO sold out of Starwood Property Trust (STWD) in Q2 2022, closing a stake of 145 shares — an estimated $4K sold.

MOTCO first reported a position in STWD in Q3 2017 and held it in 2 quarters. The position peaked at $43K in Q3 2017. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

MOTCO reported no remaining Starwood Property Trust position as of Q2 2022 after selling out during the quarter.
MOTCO sold 145 Starwood Property Trust shares in Q2 2022, an estimated $4K.
MOTCO first reported a position in Starwood Property Trust in Q3 2017 and held it in 2 quarters.
MOTCO's Starwood Property Trust position peaked at $43K in Q3 2017.
456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on MOTCO's 13F filing for Q2 2022, filed 5 Aug 2022.