OPS
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Orion Portfolio Solutions’s Starwood Property Trust STWD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-970
Closed -$15K – 1843
2020
Q2 		$15K Sell
970
-861
-47% -$11.6K ﹤0.01% 1058
2020
Q1 		$19K Buy
1,831
+1,174
+179% +$25.7K ﹤0.01% 856
2019
Q4 		$16K Buy
+657
New +$16.1K ﹤0.01% 847

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's STWD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Starwood Property Trust (STWD) in Q3 2020, closing a stake of 970 shares — an estimated $15K sold.

Orion Portfolio Solutions first reported a position in STWD in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q1 2020. 380 funds tracked by Wall St. Rank hold STWD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Starwood Property Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 970 Starwood Property Trust shares in Q3 2020, an estimated $15K.
  • Orion Portfolio Solutions first reported a position in Starwood Property Trust in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Starwood Property Trust position peaked at $19K in Q1 2020.
  • 380 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.