Ray Dalio’s Starwood Property Trust STWD Stock Holding History

Ray Dalio’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
2019 Q1	–	Sell	-107,907	Closed	-$2.13M	–	488
2018 Q4	$2.13M	Buy	107,907 +80,505	+294%	+$1.74M	0.02%	235
2018 Q3	$590K	Buy	27,402 +1,959	+8%	+$43.4K	0.01%	268
2018 Q2	$552K	Sell	25,443 -12,130	-32%	-$261K	0.01%	347
2018 Q1	$787K	Buy	+37,573	New	+$777K	0.01%	321
2015 Q4	–	Sell	-13,900	Closed	-$285K	–	401
2015 Q3	$285K	Sell	13,900 -18,700	-57%	-$405K	﹤0.01%	399
2015 Q2	$703K	Buy	+32,600	New	+$773K	0.01%	247
2014 Q4	–	Sell	-27,000	Closed	-$593K	–	409
2014 Q3	$593K	Buy	+27,000	New	+$633K	﹤0.01%	265
2013 Q3	–	Sell	-39,314	Closed	-$785K	–	399
2013 Q2	$785K	Buy	+39,314	New	+$839K	0.01%	215

Other funds holding STWD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ray Dalio's STWD Position: Q1 2019 in Review

Ray Dalio sold out of Starwood Property Trust (STWD) in Q1 2019, closing a stake of 107,907 shares — an estimated $2.13M sold.

Ray Dalio first reported a position in STWD in Q2 2013 and held it in 8 quarters. The position peaked at $2.13M in Q4 2018. 434 funds tracked by Wall St. Rank hold STWD as of Q1 2019.

Ray Dalio reported no remaining Starwood Property Trust position as of Q1 2019 after selling out during the quarter.
Ray Dalio sold 107,907 Starwood Property Trust shares in Q1 2019, an estimated $2.13M.
Ray Dalio first reported a position in Starwood Property Trust in Q2 2013 and held it in 8 quarters.
Ray Dalio's Starwood Property Trust position peaked at $2.13M in Q4 2018.
434 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2019.

Based on Bridgewater Associates's 13F filing for Q1 2019, filed 14 May 2019.