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Rockbridge Investment Management’s Starwood Property Trust STWD Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-1,500
Closed -$23K – 706
2020
Q3 		$23K Hold
1,500
– – 0.01% 362
2020
Q2 		$22K Buy
+1,500
New +$20.2K 0.01% 333

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rockbridge Investment Management's STWD Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Starwood Property Trust (STWD) in Q4 2020, closing a stake of 1,500 shares — an estimated $23K sold.

Rockbridge Investment Management first reported a position in STWD in Q2 2020 and held it in 2 quarters. The position peaked at $23K in Q3 2020. 412 funds tracked by Wall St. Rank hold STWD as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Starwood Property Trust position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,500 Starwood Property Trust shares in Q4 2020, an estimated $23K.
  • Rockbridge Investment Management first reported a position in Starwood Property Trust in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Starwood Property Trust position peaked at $23K in Q3 2020.
  • 412 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.