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Charter Oak Capital Management’s STAG Industrial STAG Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-11
Closed – – 781
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1010
2022
Q1 		$0 Hold
11
– – ﹤0.01% 1032
2021
Q4 		$1K Buy
11
+1
+10% +$44 ﹤0.01% 830
2021
Q3 		$0 Hold
10
– – ﹤0.01% 879
2021
Q2 		$0 Hold
10
– – ﹤0.01% 872
2021
Q1 		$0 Hold
10
– – ﹤0.01% 839
2020
Q4 		$0 Buy
+10
New +$313 ﹤0.01% 754

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State Street
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ZP
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charter Oak Capital Management's STAG Position: Q3 2022 in Review

Charter Oak Capital Management sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 11 shares.

Charter Oak Capital Management first reported a position in STAG in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Charter Oak Capital Management reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 11 STAG Industrial shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in STAG Industrial in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's STAG Industrial position peaked at $1K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.