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Bowling Portfolio Management’s STAG Industrial STAG Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-14,145
Closed -$431K – 348
2020
Q3 		$431K Buy
+14,145
New +$446K 0.1% 211

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bowling Portfolio Management's STAG Position: Q4 2020 in Review

Bowling Portfolio Management sold out of STAG Industrial (STAG) in Q4 2020, closing a stake of 14,145 shares — an estimated $431K sold.

Bowling Portfolio Management first reported a position in STAG in Q3 2020 and held it in 1 quarter. The position peaked at $431K in Q3 2020. 373 funds tracked by Wall St. Rank hold STAG as of Q4 2020.

  • Bowling Portfolio Management reported no remaining STAG Industrial position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 14,145 STAG Industrial shares in Q4 2020, an estimated $431K.
  • Bowling Portfolio Management first reported a position in STAG Industrial in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's STAG Industrial position peaked at $431K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.