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Retirement Group’s Starwood Property Trust STWD Stock Holding History

Retirement Group’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 		$51.2K Buy
2,516
+631
+33% +$12.8K 0.02% 231
2023
Q4 		$39.6K Buy
1,885
+1,287
+215% +$25.3K 0.02% 248
2023
Q3 		$11.6K Buy
598
+15
+3% +$304 ﹤0.01% 393
2023
Q2 		$11.3K Hold
583
– – ﹤0.01% 392
2023
Q1 		$10K Buy
583
+13
+2% +$251 ﹤0.01% 398
2022
Q4 		$10K Buy
+570
New +$11.4K ﹤0.01% 355
2022
Q3 		– Sell
-928
Closed -$19K – 773
2022
Q2 		$19K Buy
928
+464
+100% +$10.7K 0.01% 334
2022
Q1 		$11K Buy
464
+79
+21% +$1.91K ﹤0.01% 451
2021
Q4 		$9K Sell
385
-30
-7% -$756 ﹤0.01% 464
2021
Q3 		$10K Buy
415
+23
+6% +$588 ﹤0.01% 382
2021
Q2 		$10K Hold
392
– – ﹤0.01% 416
2021
Q1 		$10K Hold
392
– – ﹤0.01% 472
2020
Q4 		$7K Buy
392
+82
+26% +$1.4K ﹤0.01% 473
2020
Q3 		$5K Buy
310
+92
+42% +$1.41K ﹤0.01% 493
2020
Q2 		$3K Buy
+218
New +$2.94K ﹤0.01% 514
2019
Q4 		$10K Buy
+400
New +$9.79K 0.01% 386

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
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

Retirement Group's STWD Position: Q1 2024 in Review

Retirement Group increased its Starwood Property Trust (STWD) stake by 33% in Q1 2024, buying an estimated $12.8K and bringing the position to 2,516 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #231.

Retirement Group first reported a position in STWD in Q4 2019 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

  • Retirement Group held 2,516 shares of Starwood Property Trust worth $51.2K as of Q1 2024.
  • Retirement Group bought 631 Starwood Property Trust shares in Q1 2024, an estimated $12.8K.
  • Starwood Property Trust made up 0.02% of Retirement Group's portfolio in Q1 2024, its #231 holding.
  • Retirement Group first reported a position in Starwood Property Trust in Q4 2019 and has held it in 16 quarters since.
  • 481 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.