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Zullo Investment Group’s Starwood Property Trust STWD Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-2,700
Closed -$49.5K – 640
2022
Q4 		$49.5K Hold
2,700
– – 0.03% 272
2022
Q3 		$49K Hold
2,700
– – 0.03% 274
2022
Q2 		$56K Hold
2,700
– – 0.04% 272
2022
Q1 		$65K Hold
2,700
– – 0.03% 272
2021
Q4 		$66K Buy
+2,700
New +$68.1K 0.03% 274

Other funds holding STWD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zullo Investment Group's STWD Position: Q1 2023 in Review

Zullo Investment Group sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 2,700 shares — an estimated $49.5K sold.

Zullo Investment Group first reported a position in STWD in Q4 2021 and held it in 5 quarters. The position peaked at $66K in Q4 2021. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • Zullo Investment Group reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,700 Starwood Property Trust shares in Q1 2023, an estimated $49.5K.
  • Zullo Investment Group first reported a position in Starwood Property Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Starwood Property Trust position peaked at $66K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.