CIA
STAG icon

CSat Investment Advisory’s STAG Industrial STAG Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-537
Closed -$16K – 908
2020
Q3 		$16K Buy
537
+68
+14% +$2.15K ﹤0.01% 932
2020
Q2 		$14K Buy
+469
New +$12.3K ﹤0.01% 953

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's STAG Position: Q4 2020 in Review

CSat Investment Advisory sold out of STAG Industrial (STAG) in Q4 2020, closing a stake of 537 shares — an estimated $16K sold.

CSat Investment Advisory first reported a position in STAG in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q3 2020. 373 funds tracked by Wall St. Rank hold STAG as of Q4 2020.

  • CSat Investment Advisory reported no remaining STAG Industrial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 537 STAG Industrial shares in Q4 2020, an estimated $16K.
  • CSat Investment Advisory first reported a position in STAG Industrial in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's STAG Industrial position peaked at $16K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.