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H&H Retirement Design & Management’s STAG Industrial STAG Stock Holding History

H&H Retirement Design & 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
2022
Q1 		– Sell
-7,392
Closed -$287K – 64
2021
Q4 		$287K Sell
7,392
-98,634
-93% -$4.3M 0.18% 59
2021
Q3 		$4.33M Buy
106,026
+5,184
+5% +$212K 2.66% 18
2021
Q2 		$4.03M Sell
100,842
-3,013
-3% -$110K 2.47% 19
2021
Q1 		$3.77M Buy
+103,855
New +$3.31M 2.26% 20
2020
Q3 		$2.56M Buy
+83,864
New +$2.65M 2.01% 21

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

H&H Retirement Design & Management's STAG Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of STAG Industrial (STAG) in Q1 2022, closing a stake of 7,392 shares — an estimated $287K sold.

H&H Retirement Design & Management first reported a position in STAG in Q3 2020 and held it in 5 quarters. The position peaked at $4.33M in Q3 2021. 437 funds tracked by Wall St. Rank hold STAG as of Q1 2022.

  • H&H Retirement Design & Management reported no remaining STAG Industrial position as of Q1 2022 after selling out during the quarter.
  • H&H Retirement Design & Management sold 7,392 STAG Industrial shares in Q1 2022, an estimated $287K.
  • H&H Retirement Design & Management first reported a position in STAG Industrial in Q3 2020 and held it in 5 quarters.
  • H&H Retirement Design & Management's STAG Industrial position peaked at $4.33M in Q3 2021.
  • 437 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.