IF
STAG icon

Insight Folios’s STAG Industrial STAG Stock Holding History

Insight Folios’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
Q3 		$335K Buy
8,566
+22
+0.3% +$862 0.12% 97
2024
Q2 		$308K Sell
8,544
-134
-2% -$4.77K 0.13% 88
2024
Q1 		$334K Buy
8,678
+341
+4% +$12.9K 0.14% 85
2023
Q4 		$327K Buy
8,337
+90
+1% +$3.19K 0.14% 81
2023
Q3 		$285K Sell
8,247
-222
-3% -$8.06K 0.14% 85
2023
Q2 		$304K Sell
8,469
-5,221
-38% -$180K 0.13% 87
2023
Q1 		$463K Buy
13,690
+5
+0% +$171 0.21% 43
2022
Q4 		$442K Sell
13,685
-330
-2% -$10.3K 0.2% 47
2022
Q3 		$398K Buy
14,015
+5,777
+70% +$182K 0.2% 45
2022
Q2 		$254K Buy
8,238
+255
+3% +$9.04K 0.12% 97
2022
Q1 		$330K Buy
7,983
+572
+8% +$23.6K 0.15% 92
2021
Q4 		$355K Buy
7,411
+568
+8% +$24.8K 0.17% 83
2021
Q3 		$269K Buy
+6,843
New +$280K 0.15% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Insight Folios's STAG Position: Q3 2024 in Review

Insight Folios increased its STAG Industrial (STAG) stake by 0.26% in Q3 2024, buying an estimated $862 and bringing the position to 8,566 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #97.

Insight Folios first reported a position in STAG in Q3 2021 and has held it in 13 quarters since. The position peaked at $463K in Q1 2023. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Insight Folios held 8,566 shares of STAG Industrial worth $335K as of Q3 2024.
  • Insight Folios bought 22 STAG Industrial shares in Q3 2024, an estimated $862.
  • STAG Industrial made up 0.12% of Insight Folios's portfolio in Q3 2024, its #97 holding.
  • Insight Folios first reported a position in STAG Industrial in Q3 2021 and has held it in 13 quarters since.
  • Insight Folios's STAG Industrial position peaked at $463K in Q1 2023.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.