SFM
RWT

Systematic Financial Management’s Redwood Trust RWT Stock Holding History

Systematic Financial Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-157,459
Closed -$1.22M – 312
2024
Q3 		$1.22M Buy
+157,459
New +$1.15M 0.03% 200
2014
Q2 		– Sell
-94,610
Closed -$1.92M – 722
2014
Q1 		$1.92M Buy
+94,610
New +$1.84M 0.01% 467

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Systematic Financial Management's RWT Position: Q4 2024 in Review

Systematic Financial Management sold out of Redwood Trust (RWT) in Q4 2024, closing a stake of 157,459 shares — an estimated $1.22M sold.

Systematic Financial Management first reported a position in RWT in Q1 2014 and held it in 2 quarters. The position peaked at $1.92M in Q1 2014. 210 funds tracked by Wall St. Rank hold RWT as of Q4 2024.

  • Systematic Financial Management reported no remaining Redwood Trust position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 157,459 Redwood Trust shares in Q4 2024, an estimated $1.22M.
  • Systematic Financial Management first reported a position in Redwood Trust in Q1 2014 and held it in 2 quarters.
  • Systematic Financial Management's Redwood Trust position peaked at $1.92M in Q1 2014.
  • 210 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.