HWM
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Hohimer Wealth Management’s STAG Industrial STAG Stock Holding History

Hohimer 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
2020
Q4 		– Sell
-6,351
Closed -$202K – 205
2020
Q3 		$202K Sell
6,351
-23,091
-78% -$729K 0.06% 170
2020
Q2 		$863K Sell
29,442
-17,597
-37% -$463K 0.3% 114
2020
Q1 		$1.22M Sell
47,039
-682
-1% -$19.8K 0.52% 75
2019
Q4 		$1.51M Buy
+47,721
New +$1.46M 0.52% 89

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hohimer Wealth Management's STAG Position: Q4 2020 in Review

Hohimer Wealth Management sold out of STAG Industrial (STAG) in Q4 2020, closing a stake of 6,351 shares — an estimated $202K sold.

Hohimer Wealth Management first reported a position in STAG in Q4 2019 and held it in 4 quarters. The position peaked at $1.51M in Q4 2019. 373 funds tracked by Wall St. Rank hold STAG as of Q4 2020.

  • Hohimer Wealth Management reported no remaining STAG Industrial position as of Q4 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 6,351 STAG Industrial shares in Q4 2020, an estimated $202K.
  • Hohimer Wealth Management first reported a position in STAG Industrial in Q4 2019 and held it in 4 quarters.
  • Hohimer Wealth Management's STAG Industrial position peaked at $1.51M in Q4 2019.
  • 373 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2020.

Based on Hohimer Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.