Sullivan, Bruyette, Speros & Blaney’s Starwood Property Trust STWD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$817K	Buy	33,011 +13,335	+68%	+$289K	0.04%	136
2020 Q4	$380K	Buy	19,676 +17	+0.1%	+$289	0.02%	196
2020 Q3	$297K	Buy	19,659 +113	+0.6%	+$1.73K	0.02%	202
2020 Q2	$292K	Buy	+19,546	New	+$263K	0.02%	186
2020 Q1	–	Sell	-9,259	Closed	-$230K	–	340
2019 Q4	$230K	Hold	9,259	–	–	0.01%	229
2019 Q3	$224K	Hold	9,259	–	–	0.01%	215
2019 Q2	$210K	Hold	9,259	–	–	0.01%	222
2019 Q1	$207K	Buy	+9,259	New	+$202K	0.01%	206

Other funds holding STWD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's STWD Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Starwood Property Trust (STWD) stake by 68% in Q1 2021, buying an estimated $289K and bringing the position to 33,011 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #136.

Sullivan, Bruyette, Speros & Blaney first reported a position in STWD in Q1 2019 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 33,011 shares of Starwood Property Trust worth $817K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney bought 13,335 Starwood Property Trust shares in Q1 2021, an estimated $289K.
Starwood Property Trust made up 0.04% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #136 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Starwood Property Trust in Q1 2019 and has held it in 8 quarters since.
409 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.