Raleigh Capital Management’s State Street STT Stock Holding History

Raleigh Capital Management’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-130	Closed	-$12.8K	–	993
2024 Q4	$12.8K	Sell	130 -15	-10%	-$1.42K	﹤0.01%	563
2024 Q3	$12.8K	Buy	145 +3	+2%	+$247	﹤0.01%	534
2024 Q2	$10.5K	Buy	142 +32	+29%	+$2.38K	﹤0.01%	565
2024 Q1	$8.51K	Buy	110 +60	+120%	+$4.45K	﹤0.01%	584
2023 Q4	$3.87K	Buy	+50	New	+$3.49K	﹤0.01%	786
2023 Q2	–	Sell	-55	Closed	-$4.16K	–	916
2023 Q1	$4.16K	Buy	+55	New	+$4.63K	﹤0.01%	643
2022 Q2	–	Sell	-84	Closed	-$7K	–	666
2022 Q1	$7K	Buy	+84	New	+$7.78K	﹤0.01%	423

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return