Susquehanna Fundamental Investments’s Starwood Property Trust STWD Stock Holding History

Susquehanna Fundamental Investments’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
2023 Q1	–	Sell	-15,908	Closed	-$292K	–	1101
2022 Q4	$292K	Buy	+15,908	New	+$317K	0.01%	1002
2022 Q1	$8.65M	Buy	357,925 +344,925	+2,653%	+$8.33M	0.17%	155
2021 Q4	$316K	Buy	+13,000	New	+$328K	0.01%	1103
2018 Q4	–	Sell	-85,500	Closed	-$1.84M	–	389
2018 Q3	$1.84M	Hold	85,500	–	–	0.31%	112
2018 Q2	$1.86M	Sell	85,500 -77,112	-47%	-$1.66M	0.28%	119
2018 Q1	$3.41M	Buy	+162,612	New	+$3.36M	0.4%	74

Other funds holding STWD

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna Fundamental Investments's STWD Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 15,908 shares — an estimated $292K sold.

Susquehanna Fundamental Investments first reported a position in STWD in Q1 2018 and held it in 6 quarters. The position peaked at $8.65M in Q1 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 15,908 Starwood Property Trust shares in Q1 2023, an estimated $292K.
Susquehanna Fundamental Investments first reported a position in Starwood Property Trust in Q1 2018 and held it in 6 quarters.
Susquehanna Fundamental Investments's Starwood Property Trust position peaked at $8.65M in Q1 2022.
455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.