Vontobel Holding’s Starwood Property Trust STWD Stock Holding History

Vontobel Holding’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
2024 Q4	–	Sell	-10,666	Closed	-$217K	–	1169
2024 Q3	$217K	Sell	10,666 -1,849	-15%	-$36.9K	﹤0.01%	996
2024 Q2	$237K	Buy	12,515 +611	+5%	+$11.9K	﹤0.01%	954
2024 Q1	$242K	Sell	11,904 -1,384	-10%	-$28K	﹤0.01%	962
2023 Q4	$279K	Buy	+13,288	New	+$261K	﹤0.01%	947

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Vontobel Holding's STWD Position: Q4 2024 in Review

Vontobel Holding sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 10,666 shares — an estimated $217K sold.

Vontobel Holding first reported a position in STWD in Q4 2023 and held it in 4 quarters. The position peaked at $279K in Q4 2023. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Vontobel Holding reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Vontobel Holding sold 10,666 Starwood Property Trust shares in Q4 2024, an estimated $217K.
Vontobel Holding first reported a position in Starwood Property Trust in Q4 2023 and held it in 4 quarters.
Vontobel Holding's Starwood Property Trust position peaked at $279K in Q4 2023.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.