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Syverson Strege & Co’s State Street STT Stock Holding History

Syverson Strege & Co’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29
Closed -$2.19K – 546
2023
Q1 		$2.19K Buy
+29
New +$2.44K ﹤0.01% 476
2021
Q4 		– Sell
-69
Closed -$6K – 459
2021
Q3 		$6K Buy
+69
New +$6K ﹤0.01% 308

Other funds holding STT

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Syverson Strege & Co's STT Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street (STT) in Q2 2023, closing a stake of 29 shares — an estimated $2.19K sold.

Syverson Strege & Co first reported a position in STT in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 841 funds tracked by Wall St. Rank hold STT as of Q2 2023.

  • Syverson Strege & Co reported no remaining State Street position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 29 State Street shares in Q2 2023, an estimated $2.19K.
  • Syverson Strege & Co first reported a position in State Street in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's State Street position peaked at $6K in Q3 2021.
  • 841 funds tracked by Wall St. Rank held State Street as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.