EWM
STAG icon

Evermay Wealth Management’s STAG Industrial STAG Stock Holding History

Evermay Wealth 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
2024
Q2 		– Sell
-500
Closed -$19.3K – 630
2024
Q1 		$19.3K Hold
500
– – ﹤0.01% 418
2023
Q4 		$19.7K Hold
500
– – ﹤0.01% 393
2023
Q3 		$17.3K Hold
500
– – ﹤0.01% 386
2023
Q2 		$18K Hold
500
– – ﹤0.01% 385
2023
Q1 		$17K Hold
500
– – ﹤0.01% 376
2022
Q4 		$16.2K Buy
+500
New +$15.7K ﹤0.01% 381

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

Evermay Wealth Management's STAG Position: Q2 2024 in Review

Evermay Wealth Management sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 500 shares — an estimated $19.3K sold.

Evermay Wealth Management first reported a position in STAG in Q4 2022 and held it in 6 quarters. The position peaked at $19.7K in Q4 2023. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Evermay Wealth Management reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 500 STAG Industrial shares in Q2 2024, an estimated $19.3K.
  • Evermay Wealth Management first reported a position in STAG Industrial in Q4 2022 and held it in 6 quarters.
  • Evermay Wealth Management's STAG Industrial position peaked at $19.7K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.