Tortoise Investment Management’s Redwood Trust RWT Stock Holding History

Tortoise Investment 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	-200	Closed	-$1.55K	–	893
2024 Q3	$1.55K	Hold	200	–	–	﹤0.01%	788
2024 Q2	$1.3K	Hold	200	–	–	﹤0.01%	811
2024 Q1	$1.27K	Hold	200	–	–	﹤0.01%	803
2023 Q4	$1.48K	Hold	200	–	–	﹤0.01%	726
2023 Q3	$1.43K	Hold	200	–	–	﹤0.01%	726
2023 Q2	$1.27K	Hold	200	–	–	﹤0.01%	723
2023 Q1	$1.35K	Hold	200	–	–	﹤0.01%	717
2022 Q4	$1.35K	Hold	200	–	–	﹤0.01%	715
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	736
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	690
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	645
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	596
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	577
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	573
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	555
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	517
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	494
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	491
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	527
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	518
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	516
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	545
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	533
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	486
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	489
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	506
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	487
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	498
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	437
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	440
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	425
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	435
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	392
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	424
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	348
2015 Q4	$3K	Hold	200	–	–	﹤0.01%	372
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	360
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	391
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	358
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	378
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	351
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	362
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	308
2013 Q4	$4K	Buy	+200	New	+$3.69K	﹤0.01%	284

Other funds holding RWT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tortoise Investment Management's RWT Position: Q4 2024 in Review

Tortoise Investment Management sold out of Redwood Trust (RWT) in Q4 2024, closing a stake of 200 shares — an estimated $1.55K sold.

Tortoise Investment Management first reported a position in RWT in Q4 2013 and held it in 44 quarters. The position peaked at $4K in Q1 2015. 210 funds tracked by Wall St. Rank hold RWT as of Q4 2024.

Tortoise Investment Management reported no remaining Redwood Trust position as of Q4 2024 after selling out during the quarter.
Tortoise Investment Management sold 200 Redwood Trust shares in Q4 2024, an estimated $1.55K.
Tortoise Investment Management first reported a position in Redwood Trust in Q4 2013 and held it in 44 quarters.
Tortoise Investment Management's Redwood Trust position peaked at $4K in Q1 2015.
210 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.