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Fernwood Investment Management’s STAG Industrial STAG Stock Holding History

Fernwood Investment 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
-2,000
Closed -$76.9K – 631
2024
Q1 		$76.9K Buy
+2,000
New +$75.8K 0.02% 294

Other funds holding STAG

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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

Fernwood Investment Management's STAG Position: Q2 2024 in Review

Fernwood Investment Management sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 2,000 shares — an estimated $76.9K sold.

Fernwood Investment Management first reported a position in STAG in Q1 2024 and held it in 1 quarter. The position peaked at $76.9K in Q1 2024. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Fernwood Investment Management reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,000 STAG Industrial shares in Q2 2024, an estimated $76.9K.
  • Fernwood Investment Management first reported a position in STAG Industrial in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's STAG Industrial position peaked at $76.9K in Q1 2024.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.