Berman Capital Advisors’s STAG Industrial STAG Stock Holding History

Berman Capital 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
2021 Q3	$3K	Buy	77 +35	+83%	+$1.43K	﹤0.01%	1616
2021 Q2	$1K	Hold	42	–	–	﹤0.01%	1803
2021 Q1	$1K	Hold	42	–	–	﹤0.01%	1695
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	1587
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1515
2020 Q2	$1K	Sell	42 -515	-92%	-$13.6K	﹤0.01%	1507
2020 Q1	$12K	Sell	557 -195	-26%	-$5.67K	﹤0.01%	627
2019 Q4	$22K	Buy	752 +190	+34%	+$5.82K	0.01%	507
2019 Q3	$16K	Buy	562 +2	+0.4%	+$59	0.01%	572
2019 Q2	$16K	Buy	560 +2	+0.4%	+$59	0.01%	582
2019 Q1	$16K	Buy	+558	New	+$15.4K	0.01%	514

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's STAG Position: Q3 2021 in Review

Berman Capital Advisors increased its STAG Industrial (STAG) stake by 83% in Q3 2021, buying an estimated $1.43K and bringing the position to 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Berman Capital Advisors first reported a position in STAG in Q1 2019 and has held it in 11 quarters since. The position peaked at $22K in Q4 2019. 409 funds tracked by Wall St. Rank hold STAG as of Q3 2021.

Berman Capital Advisors held 77 shares of STAG Industrial worth $3K as of Q3 2021.
Berman Capital Advisors bought 35 STAG Industrial shares in Q3 2021, an estimated $1.43K.
STAG Industrial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1616 holding.
Berman Capital Advisors first reported a position in STAG Industrial in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's STAG Industrial position peaked at $22K in Q4 2019.
409 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.