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Cumberland Partners’s STAG Industrial STAG Stock Holding History

Cumberland 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
Q2 		– Sell
-76,680
Closed -$2.95M – 205
2024
Q1 		$2.95M Buy
76,680
+27,290
+55% +$1.03M 0.21% 79
2023
Q4 		$1.94M Sell
49,390
-83,125
-63% -$2.95M 0.18% 93
2023
Q3 		$4.57M Buy
+132,515
New +$4.81M 0.44% 50

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cumberland Partners's STAG Position: Q2 2024 in Review

Cumberland Partners sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 76,680 shares — an estimated $2.95M sold.

Cumberland Partners first reported a position in STAG in Q3 2023 and held it in 3 quarters. The position peaked at $4.57M in Q3 2023. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Cumberland Partners reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Cumberland Partners sold 76,680 STAG Industrial shares in Q2 2024, an estimated $2.95M.
  • Cumberland Partners first reported a position in STAG Industrial in Q3 2023 and held it in 3 quarters.
  • Cumberland Partners's STAG Industrial position peaked at $4.57M in Q3 2023.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Cumberland Partners's 13F filing for Q2 2024, filed 13 Aug 2024.