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Swaine & Leidel Wealth Services’s Starwood Property Trust STWD Stock Holding History

Swaine & Leidel Wealth Services’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 		$4.33M Buy
175,070
+59,182
+51% +$1.28M 2.79% 3
2020
Q4 		$2.24M Buy
+115,888
New +$1.97M 1.62% 36

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Swaine & Leidel Wealth Services's STWD Position: Q1 2021 in Review

Swaine & Leidel Wealth Services increased its Starwood Property Trust (STWD) stake by 51% in Q1 2021, buying an estimated $1.28M and bringing the position to 175,070 shares worth $4.33M. The position accounts for 2.79% of the portfolio, ranked #3.

Swaine & Leidel Wealth Services first reported a position in STWD in Q4 2020 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

  • Swaine & Leidel Wealth Services held 175,070 shares of Starwood Property Trust worth $4.33M as of Q1 2021.
  • Swaine & Leidel Wealth Services bought 59,182 Starwood Property Trust shares in Q1 2021, an estimated $1.28M.
  • Starwood Property Trust made up 2.79% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #3 holding.
  • Swaine & Leidel Wealth Services first reported a position in Starwood Property Trust in Q4 2020 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.