PCS
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Private Client Services’s Starwood Property Trust STWD Stock Holding History

Private Client Services’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
2024
Q1 		– Sell
-32,605
Closed -$685K – 148
2023
Q4 		$685K Buy
+32,605
New +$640K 0.56% 55

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Client Services's STWD Position: Q1 2024 in Review

Private Client Services sold out of Starwood Property Trust (STWD) in Q1 2024, closing a stake of 32,605 shares — an estimated $685K sold.

Private Client Services first reported a position in STWD in Q4 2023 and held it in 1 quarter. The position peaked at $685K in Q4 2023. 481 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

  • Private Client Services reported no remaining Starwood Property Trust position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 32,605 Starwood Property Trust shares in Q1 2024, an estimated $685K.
  • Private Client Services first reported a position in Starwood Property Trust in Q4 2023 and held it in 1 quarter.
  • Private Client Services's Starwood Property Trust position peaked at $685K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.