SEC 13F Intelligence

Rothschild & Co Asset Management US Inc. / STT

Rothschild & Co Asset Management US Inc.’s State Str Corp Position

Does Rothschild & Co Asset Management US Inc. own State Str Corp (STT)? Yes959.8K shares worth $74M (+1.13% of its 13F portfolio) as of Q4 2022, up from 935.7K shares the prior filed quarter.

Position Value
$74M
Q4 2022
Shares
959.8K
% of Portfolio
+1.13%
Quarters Held
17
currently held

Position History STT

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $53MQ2 ’19: $31MQ3 ’19: $39MQ3 ’19Q4 ’19: $52MQ1 ’20: $33MQ2 ’20: $53MQ2 ’20Q3 ’20: $39MQ4 ’20: $86MQ1 ’21: $102MQ1 ’21Q2 ’21: $111MQ3 ’21: $112MQ4 ’21: $120MQ4 ’21Q1 ’22: $116MQ2 ’22: $61MQ3 ’22: $57MQ3 ’22Q4 ’22: $74Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022959.8K$74M+1.13%
Q3 2022935.7K$57M+0.97%
Q2 2022996.2K$61M+0.94%
Q1 20221.33M$116M+1.48%
Q4 20211.29M$120M+1.41%
Q3 20211.32M$112M+1.39%
Q2 20211.35M$111M+1.31%
Q1 20211.22M$102M+1.26%
Q4 20201.19M$86M+1.11%
Q3 2020652.7K$39M+0.70%
Q2 2020829.0K$53M+0.78%
Q1 2020619.8K$33M+0.51%
Q4 2019652.6K$52M+0.54%
Q3 2019656.5K$39M+0.42%
Q2 2019551.2K$31M+0.33%
Q1 2019804.4K$53M+0.57%
Q4 2018799.8K$50M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of STT.