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Institutional & Family Asset Management’s STAG Industrial STAG Stock Holding History

Institutional & Family Asset 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 		$37.9K Hold
1,052
– – 0.01% 265
2024
Q1 		$40.4K Sell
1,052
-79
-7% -$2.99K 0.01% 258
2023
Q4 		$44.4K Hold
1,131
– – 0.01% 244
2023
Q3 		$39K Hold
1,131
– – 0.01% 235
2023
Q2 		$40.6K Sell
1,131
-260
-19% -$8.99K 0.01% 237
2023
Q1 		$47K Buy
1,391
+454
+48% +$15.5K 0.01% 225
2022
Q4 		$30.3K Sell
937
-138
-13% -$4.32K 0.01% 262
2022
Q3 		$31K Hold
1,075
– – 0.01% 265
2022
Q2 		$33K Hold
1,075
– – 0.01% 261
2022
Q1 		$44K Buy
1,075
+99
+10% +$4.09K 0.01% 266
2021
Q4 		$47K Hold
976
– – 0.01% 271
2021
Q3 		$38K Sell
976
-649
-40% -$26.5K 0.01% 370
2021
Q2 		$61K Hold
1,625
– – 0.01% 307
2021
Q1 		$55K Buy
1,625
+48
+3% +$1.53K 0.01% 347
2020
Q4 		$49K Sell
1,577
-90
-5% -$2.81K 0.01% 325
2020
Q3 		$51K Buy
+1,667
New +$52.6K 0.01% 286
2019
Q1 		– Sell
-281
Closed -$7K – 876
2018
Q4 		$7K Buy
281
+106
+61% +$2.77K ﹤0.01% 545
2018
Q3 		$5K Buy
+175
New +$4.88K ﹤0.01% 624

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

Institutional & Family Asset Management's STAG Position: Q2 2024 in Review

Institutional & Family Asset Management held its STAG Industrial (STAG) position steady in Q2 2024 at 1,052 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #265.

Institutional & Family Asset Management first reported a position in STAG in Q3 2018 and has held it in 18 quarters since. The position peaked at $61K in Q2 2021. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Institutional & Family Asset Management held 1,052 shares of STAG Industrial worth $37.9K as of Q2 2024.
  • Institutional & Family Asset Management left its STAG Industrial share count unchanged in Q2 2024.
  • STAG Industrial made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #265 holding.
  • Institutional & Family Asset Management first reported a position in STAG Industrial in Q3 2018 and has held it in 18 quarters since.
  • Institutional & Family Asset Management's STAG Industrial position peaked at $61K in Q2 2021.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.