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Edgestream Partners’s STAG Industrial STAG Stock Holding History

Edgestream 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
2026
Q1 		$3.11M Sell
86,216
-65,196
-43% -$2.47M 0.1% 371
2025
Q4 		$5.57M Buy
+151,412
New +$5.75M 0.16% 210
2025
Q2 		– Sell
-14,232
Closed -$514K – 1054
2025
Q1 		$514K Buy
+14,232
New +$496K 0.02% 696
2024
Q4 		– Sell
-9,471
Closed -$370K – 1077
2024
Q3 		$370K Buy
+9,471
New +$371K 0.02% 741
2023
Q4 		– Sell
-38,411
Closed -$1.33M – 1055
2023
Q3 		$1.33M Buy
38,411
+17,923
+87% +$651K 0.11% 305
2023
Q2 		$735K Buy
+20,488
New +$708K 0.07% 434

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
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