1IA
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1834 Investment Advisors’s STAG Industrial STAG Stock Holding History

1834 Investment Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,572
Closed -$214K – 223
2024
Q1 		$214K Sell
5,572
-13,361
-71% -$506K 0.03% 210
2023
Q4 		$743K Sell
18,933
-23,126
-55% -$821K 0.09% 138
2023
Q3 		$1.45M Buy
42,059
+5,839
+16% +$212K 0.18% 102
2023
Q2 		$1.3M Buy
36,220
+7,819
+28% +$270K 0.15% 105
2023
Q1 		$961K Buy
28,401
+7,267
+34% +$248K 0.12% 126
2022
Q4 		$683K Buy
+21,134
New +$662K 0.1% 115
2022
Q3 		– Sell
-2,043
Closed -$63K – 419
2022
Q2 		$63K Buy
2,043
+1,273
+165% +$45.1K 0.01% 255
2022
Q1 		$32K Sell
770
-750
-49% -$31K ﹤0.01% 277
2021
Q4 		$73K Sell
1,520
-750
-33% -$32.7K 0.01% 248
2021
Q3 		$89K Hold
2,270
– – 0.01% 239
2021
Q2 		$85K Hold
2,270
– – 0.01% 243
2021
Q1 		$76K Hold
2,270
– – 0.01% 250
2020
Q4 		$71K Hold
2,270
– – 0.01% 250
2020
Q3 		$69K Buy
2,270
+770
+51% +$24.3K 0.01% 245
2020
Q2 		$44K Hold
1,500
– – 0.01% 250
2020
Q1 		$34K Hold
1,500
– – 0.01% 271
2019
Q4 		$47K Hold
1,500
– – 0.01% 279
2019
Q3 		$44K Hold
1,500
– – 0.01% 285
2019
Q2 		$45K Hold
1,500
– – 0.01% 294
2019
Q1 		$44K Hold
1,500
– – 0.01% 287
2018
Q4 		$37K Hold
1,500
– – 0.01% 288
2018
Q3 		$41K Hold
1,500
– – 0.01% 293
2018
Q2 		$41K Hold
1,500
– – 0.01% 289
2018
Q1 		$36K Hold
1,500
– – 0.01% 299
2017
Q4 		$41K Buy
+1,500
New +$41.9K 0.01% 302

Other funds holding STAG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

1834 Investment Advisors's STAG Position: Q2 2024 in Review

1834 Investment Advisors sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 5,572 shares — an estimated $214K sold.

1834 Investment Advisors first reported a position in STAG in Q4 2017 and held it in 25 quarters. The position peaked at $1.45M in Q3 2023. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • 1834 Investment Advisors reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 5,572 STAG Industrial shares in Q2 2024, an estimated $214K.
  • 1834 Investment Advisors first reported a position in STAG Industrial in Q4 2017 and held it in 25 quarters.
  • 1834 Investment Advisors's STAG Industrial position peaked at $1.45M in Q3 2023.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on 1834 Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.