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Sargent Bickham Lagudis’s Starwood Property Trust STWD Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$1.14K Buy
+62
New +$1.24K ﹤0.01% 962
2020
Q2 		– Sell
-1
Closed – – 818
2020
Q1 		$0 Sell
1
-822
-100% -$18K ﹤0.01% 911
2019
Q4 		$20K Buy
+823
New +$20.1K ﹤0.01% 523

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's STWD Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Starwood Property Trust (STWD) in Q4 2022: 62 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in STWD as recently as Q1 2020.

Sargent Bickham Lagudis first reported a position in STWD in Q4 2019 and has held it in 3 quarters since. The position peaked at $20K in Q4 2019. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • Sargent Bickham Lagudis held 62 shares of Starwood Property Trust worth $1.14K as of Q4 2022.
  • Starwood Property Trust was a new Sargent Bickham Lagudis position in Q4 2022.
  • Starwood Property Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #962 holding.
  • Sargent Bickham Lagudis first reported a position in Starwood Property Trust in Q4 2019 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Starwood Property Trust position peaked at $20K in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.