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Carmel Capital Partners’s STAG Industrial STAG Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-796
Closed -$27.5K – 618
2023
Q3 		$27.5K Buy
796
+96
+14% +$3.48K 0.01% 311
2023
Q2 		$25.1K Hold
700
– – 0.01% 241
2023
Q1 		$23.7K Buy
+700
New +$23.9K 0.01% 280

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's STAG Position: Q4 2023 in Review

Carmel Capital Partners sold out of STAG Industrial (STAG) in Q4 2023, closing a stake of 796 shares — an estimated $27.5K sold.

Carmel Capital Partners first reported a position in STAG in Q1 2023 and held it in 3 quarters. The position peaked at $27.5K in Q3 2023. 515 funds tracked by Wall St. Rank hold STAG as of Q4 2023.

  • Carmel Capital Partners reported no remaining STAG Industrial position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 796 STAG Industrial shares in Q4 2023, an estimated $27.5K.
  • Carmel Capital Partners first reported a position in STAG Industrial in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's STAG Industrial position peaked at $27.5K in Q3 2023.
  • 515 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.