Kelly Financial Services’s STAG Industrial STAG Stock Holding History

Kelly Financial Services’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	–	Sell	-400	Closed	-$14.4K	–	665
2024 Q2	$14.4K	Hold	400	–	–	0.01%	373
2024 Q1	$15.4K	Hold	400	–	–	0.01%	362
2023 Q4	$15.7K	Hold	400	–	–	0.01%	343
2023 Q3	$13.8K	Hold	400	–	–	0.01%	328
2023 Q2	$14.4K	Hold	400	–	–	0.01%	320
2023 Q1	$13.5K	Hold	400	–	–	0.01%	312
2022 Q4	$12.9K	Hold	400	–	–	0.01%	307
2022 Q3	$11.4K	Hold	400	–	–	0.01%	312
2022 Q2	$12.4K	Hold	400	–	–	0.01%	302
2022 Q1	$16.5K	Hold	400	–	–	0.01%	288
2021 Q4	$19.2K	Hold	400	–	–	0.01%	273
2021 Q3	$15.7K	Sell	400 -14,572	-97%	-$595K	0.01%	281
2021 Q2	$400K	Buy	14,972 +14,572	+3,643%	+$531K	0.02%	210
2021 Q1	$13.4K	Hold	400	–	–	0.01%	261
2020 Q4	$12.5K	Hold	400	–	–	0.01%	242
2020 Q3	$12.2K	Hold	400	–	–	0.01%	232
2020 Q2	$11.7K	Hold	400	–	–	0.01%	223
2020 Q1	$9.01K	Hold	400	–	–	0.01%	225
2019 Q4	$12.6K	Hold	400	–	–	0.01%	209
2019 Q3	$11.8K	Hold	400	–	–	0.01%	207
2019 Q2	$12.1K	Hold	400	–	–	0.01%	201
2019 Q1	$11.9K	Buy	+400	New	+$11K	0.01%	205

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kelly Financial Services's STAG Position: Q3 2024 in Review

Kelly Financial Services sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 400 shares — an estimated $14.4K sold.

Kelly Financial Services first reported a position in STAG in Q1 2019 and held it in 22 quarters. The position peaked at $400K in Q2 2021. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

Kelly Financial Services reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 400 STAG Industrial shares in Q3 2024, an estimated $14.4K.
Kelly Financial Services first reported a position in STAG Industrial in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's STAG Industrial position peaked at $400K in Q2 2021.
517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.