BerganKDV Wealth Management’s STAG Industrial STAG Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$41.4K	Buy	1,155 +7	+0.6%	+$242	﹤0.01%	401
2023 Q1	$38.8K	Buy	1,148 +6	+0.5%	+$205	﹤0.01%	423
2022 Q4	$36.9K	Buy	1,142 +7	+0.6%	+$219	﹤0.01%	411
2022 Q3	$32K	Buy	1,135 +7	+0.6%	+$221	﹤0.01%	423
2022 Q2	$35K	Buy	1,128 +6	+0.5%	+$213	﹤0.01%	421
2022 Q1	$46K	Buy	1,122 +5	+0.4%	+$206	﹤0.01%	407
2021 Q4	$54K	Buy	1,117 +4	+0.4%	+$174	0.01%	412
2021 Q3	$44K	Buy	1,113 +557	+100%	+$22.8K	0.01%	416
2021 Q2	$21K	Buy	556 +6	+1%	+$219	﹤0.01%	515
2021 Q1	$18K	Buy	550 +6	+1%	+$191	﹤0.01%	499
2020 Q4	$17K	Buy	544 +6	+1%	+$188	﹤0.01%	499
2020 Q3	$16K	Buy	538 +6	+1%	+$189	﹤0.01%	455
2020 Q2	$16K	Buy	532 +7	+1%	+$184	﹤0.01%	484
2020 Q1	$12K	Sell	525 -387	-42%	-$11.3K	﹤0.01%	475
2019 Q4	$29K	Buy	912 +10	+1%	+$307	0.01%	402
2019 Q3	$27K	Buy	+902	New	+$26.8K	0.01%	397
2019 Q2	–	Hold	0	–	–	–	390
2019 Q1	–	Hold	0	–	–	–	406
2018 Q4	–	Hold	0	–	–	–	392
2018 Q3	–	Hold	0	–	–	–	406
2018 Q2	–	Hold	0	–	–	–	418

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BerganKDV Wealth Management's STAG Position: Q2 2023 in Review

BerganKDV Wealth Management increased its STAG Industrial (STAG) stake by 0.61% in Q2 2023, buying an estimated $242 and bringing the position to 1,155 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

BerganKDV Wealth Management first reported a position in STAG in Q3 2019 and has held it in 16 quarters since. The position peaked at $54K in Q4 2021. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

BerganKDV Wealth Management held 1,155 shares of STAG Industrial worth $41.4K as of Q2 2023.
BerganKDV Wealth Management bought 7 STAG Industrial shares in Q2 2023, an estimated $242.
STAG Industrial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #401 holding.
BerganKDV Wealth Management first reported a position in STAG Industrial in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's STAG Industrial position peaked at $54K in Q4 2021.
497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.