Covestor’s STAG Industrial STAG Stock Holding History

Covestor’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
2026 Q1	$30K	Sell	843 -922	-52%	-$35K	0.02%	954
2025 Q4	$65K	Sell	1,765 -4	-0.2%	-$152	0.03%	800
2025 Q3	$62K	Buy	1,769 +878	+99%	+$31.3K	0.03%	815
2025 Q2	$32K	Buy	891 +257	+41%	+$8.89K	0.02%	1076
2025 Q1	$23K	Buy	634 +289	+84%	+$10.1K	0.02%	1159
2024 Q4	$12K	Buy	345 +12	+4%	+$439	0.01%	1444
2024 Q3	$13K	Sell	333 -13	-4%	-$510	0.01%	1409
2024 Q2	$12K	Sell	346 -802	-70%	-$28.5K	0.01%	1434
2024 Q1	$44K	Buy	1,148 +808	+238%	+$30.6K	0.03%	934
2023 Q4	$13K	Buy	340 +26	+8%	+$923	0.01%	1399
2023 Q3	$11K	Buy	314 +29	+10%	+$1.05K	0.01%	1391
2023 Q2	$10K	Sell	285 -564	-66%	-$19.5K	0.01%	1459
2023 Q1	$29K	Buy	849 +96	+13%	+$3.27K	0.03%	900
2022 Q4	$24K	Sell	753 -478	-39%	-$15K	0.02%	979
2022 Q3	$35K	Buy	1,231 +907	+280%	+$28.6K	0.03%	841
2022 Q2	$10K	Sell	324 -21	-6%	-$744	0.01%	1225
2022 Q1	$14K	Sell	345 -160	-32%	-$6.61K	0.01%	1195
2021 Q4	$24K	Buy	+505	New	+$22K	0.03%	818

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return