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STWD icon

Navellier & Associates’s Starwood Property Trust STWD Stock Holding History

Navellier & Associates’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
2023
Q2 		– Sell
-10,142
Closed -$179K – 300
2023
Q1 		$179K Buy
+10,142
New +$196K 0.04% 260
2022
Q3 		– Sell
-9,940
Closed -$208K – 300
2022
Q2 		$208K Hold
9,940
– – 0.04% 262
2022
Q1 		$240K Hold
9,940
– – 0.04% 269
2021
Q4 		$242K Buy
+9,940
New +$251K 0.04% 285

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navellier & Associates's STWD Position: Q2 2023 in Review

Navellier & Associates sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 10,142 shares — an estimated $179K sold.

Navellier & Associates first reported a position in STWD in Q4 2021 and held it in 4 quarters. The position peaked at $242K in Q4 2021. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

  • Navellier & Associates reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
  • Navellier & Associates sold 10,142 Starwood Property Trust shares in Q2 2023, an estimated $179K.
  • Navellier & Associates first reported a position in Starwood Property Trust in Q4 2021 and held it in 4 quarters.
  • Navellier & Associates's Starwood Property Trust position peaked at $242K in Q4 2021.
  • 453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Navellier & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.