GI
STAG icon

Gradient Investments’s STAG Industrial STAG Stock Holding History

Gradient Investments’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
-16
Closed -$615 – 1468
2024
Q1 		$615 Hold
16
– – ﹤0.01% 987
2023
Q4 		$628 Hold
16
– – ﹤0.01% 1546
2023
Q3 		$552 Buy
+16
New +$581 ﹤0.01% 1532
2022
Q4 		– Sell
-208
Closed -$6K – 1653
2022
Q3 		$6K Buy
+208
New +$6.55K ﹤0.01% 927
2018
Q1 		– Sell
-28
Closed -$1K – 1150
2017
Q4 		$1K Buy
+28
New +$783 ﹤0.01% 950

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

Gradient Investments's STAG Position: Q2 2024 in Review

Gradient Investments sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 16 shares — an estimated $615 sold.

Gradient Investments first reported a position in STAG in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q3 2022. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Gradient Investments reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 16 STAG Industrial shares in Q2 2024, an estimated $615.
  • Gradient Investments first reported a position in STAG Industrial in Q4 2017 and held it in 5 quarters.
  • Gradient Investments's STAG Industrial position peaked at $6K in Q3 2022.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.