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Castleview Partners’s STAG Industrial STAG Stock Holding History

Castleview 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
2024
Q3 		– Sell
-1,880
Closed -$67.8K – 873
2024
Q2 		$67.8K Buy
+1,880
New +$66.9K 0.04% 289
2023
Q3 		– Sell
-137
Closed -$4.91K – 759
2023
Q2 		$4.91K Buy
137
+2
+1% +$69 ﹤0.01% 508
2023
Q1 		$4.58K Buy
135
+1
+0.7% +$34 ﹤0.01% 506
2022
Q4 		$4.33K Buy
+134
New +$4.2K ﹤0.01% 453
2022
Q1 		– Sell
-10,455
Closed -$218 – 989
2021
Q4 		$218 Buy
+10,455
New +$456K ﹤0.01% 658

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Castleview Partners's STAG Position: Q3 2024 in Review

Castleview Partners sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 1,880 shares — an estimated $67.8K sold.

Castleview Partners first reported a position in STAG in Q4 2021 and held it in 5 quarters. The position peaked at $67.8K in Q2 2024. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Castleview Partners reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1,880 STAG Industrial shares in Q3 2024, an estimated $67.8K.
  • Castleview Partners first reported a position in STAG Industrial in Q4 2021 and held it in 5 quarters.
  • Castleview Partners's STAG Industrial position peaked at $67.8K in Q2 2024.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.