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Cascade Investment Advisors’s STAG Industrial STAG Stock Holding History

Cascade 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
Q1 		– Sell
-14,930
Closed -$586K – 117
2023
Q4 		$586K Sell
14,930
-16,130
-52% -$573K 0.42% 90
2023
Q3 		$1.07M Sell
31,060
-192
-0.6% -$6.97K 0.85% 58
2023
Q2 		$1.12M Buy
31,252
+467
+2% +$16.1K 0.84% 60
2023
Q1 		$1.04M Sell
30,785
-950
-3% -$32.4K 0.82% 64
2022
Q4 		$1.03M Sell
31,735
-40
-0.1% -$1.25K 0.85% 64
2022
Q3 		$1M Buy
31,775
+325
+1% +$10.2K 0.86% 63
2022
Q2 		$971K Buy
31,450
+559
+2% +$19.8K 0.76% 71
2022
Q1 		$1.28M Sell
30,891
-384
-1% -$15.9K 0.78% 68
2021
Q4 		$1.5M Buy
31,275
+420
+1% +$18.3K 0.88% 50
2021
Q3 		$1.21M Buy
30,855
+125
+0.4% +$5.11K 0.79% 66
2021
Q2 		$1.15M Buy
30,730
+575
+2% +$21K 0.72% 77
2021
Q1 		$1.01M Buy
30,155
+1,220
+4% +$38.9K 0.66% 82
2020
Q4 		$906K Buy
28,935
+5,440
+23% +$170K 0.66% 78
2020
Q3 		$716K Buy
+23,495
New +$741K 0.61% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cascade Investment Advisors's STAG Position: Q1 2024 in Review

Cascade Investment Advisors sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 14,930 shares — an estimated $586K sold.

Cascade Investment Advisors first reported a position in STAG in Q3 2020 and held it in 14 quarters. The position peaked at $1.5M in Q4 2021. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Cascade Investment Advisors reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Cascade Investment Advisors sold 14,930 STAG Industrial shares in Q1 2024, an estimated $586K.
  • Cascade Investment Advisors first reported a position in STAG Industrial in Q3 2020 and held it in 14 quarters.
  • Cascade Investment Advisors's STAG Industrial position peaked at $1.5M in Q4 2021.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Cascade Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.