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Sun Life Financial’s Starwood Property Trust STWD Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-4,500
Closed -$109K – 84
2022
Q1 		$109K Hold
4,500
– – 0.01% 83
2021
Q4 		$109K Buy
+4,500
New +$113K ﹤0.01% 85

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sun Life Financial's STWD Position: Q2 2022 in Review

Sun Life Financial sold out of Starwood Property Trust (STWD) in Q2 2022, closing a stake of 4,500 shares — an estimated $109K sold.

Sun Life Financial first reported a position in STWD in Q4 2021 and held it in 2 quarters. The position peaked at $109K in Q1 2022. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

  • Sun Life Financial reported no remaining Starwood Property Trust position as of Q2 2022 after selling out during the quarter.
  • Sun Life Financial sold 4,500 Starwood Property Trust shares in Q2 2022, an estimated $109K.
  • Sun Life Financial first reported a position in Starwood Property Trust in Q4 2021 and held it in 2 quarters.
  • Sun Life Financial's Starwood Property Trust position peaked at $109K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.