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Lee Financial’s STAG Industrial STAG Stock Holding History

Lee Financial’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
Q1 		– Sell
-85
Closed -$3.34K – 728
2023
Q4 		$3.34K Buy
+85
New +$3.02K ﹤0.01% 629
2023
Q1 		– Sell
-13,028
Closed -$421K – 945
2022
Q4 		$421K Buy
13,028
+45
+0.3% +$1.41K 0.07% 104
2022
Q3 		$369K Hold
12,983
– – 0.07% 106
2022
Q2 		$401K Sell
12,983
-74
-0.6% -$2.62K 0.07% 99
2022
Q1 		$540K Sell
13,057
-11,489
-47% -$474K 0.1% 91
2021
Q4 		$1.18M Sell
24,546
-17,460
-42% -$761K 0.22% 58
2021
Q3 		$1.65M Buy
42,006
+135
+0.3% +$5.51K 0.34% 39
2021
Q2 		$1.57M Sell
41,871
-985
-2% -$35.9K 0.33% 45
2021
Q1 		$1.44M Sell
42,856
-1,035
-2% -$33K 0.34% 49
2020
Q4 		$1.38M Sell
43,891
-35
-0.1% -$1.09K 0.36% 47
2020
Q3 		$1.34M Sell
43,926
-105
-0.2% -$3.31K 0.37% 46
2020
Q2 		$1.29M Sell
44,031
-585
-1% -$15.4K 0.36% 50
2020
Q1 		$1M Buy
44,616
+9,945
+29% +$289K 0.33% 48
2019
Q4 		$1.09M Buy
34,671
+495
+1% +$15.2K 0.24% 58
2019
Q3 		$1.01M Buy
34,176
+125
+0.4% +$3.71K 0.23% 62
2019
Q2 		$1.03M Sell
34,051
-150
-0.4% -$4.46K 0.23% 62
2019
Q1 		$1.01M Buy
34,201
+120
+0.4% +$3.31K 0.24% 59
2018
Q4 		$848K Sell
34,081
-655
-2% -$17.1K 0.23% 59
2018
Q3 		$955K Sell
34,736
-75
-0.2% -$2.09K 0.23% 66
2018
Q2 		$948K Sell
34,811
-195
-0.6% -$4.99K 0.22% 65
2018
Q1 		$837K Sell
35,006
-365
-1% -$8.9K 0.21% 70
2017
Q4 		$966K Sell
35,371
-620
-2% -$17.3K 0.28% 62
2017
Q3 		$989K Sell
35,991
-975
-3% -$27K 0.32% 63
2017
Q2 		$1.02M Buy
36,966
+6,787
+22% +$182K 0.38% 61
2017
Q1 		$755K Sell
30,179
-365
-1% -$8.91K 0.3% 72
2016
Q4 		$729K Buy
+30,544
New +$704K 0.41% 60

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Financial's STAG Position: Q1 2024 in Review

Lee Financial sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 85 shares — an estimated $3.34K sold.

Lee Financial first reported a position in STAG in Q4 2016 and held it in 26 quarters. The position peaked at $1.65M in Q3 2021. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Lee Financial reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 85 STAG Industrial shares in Q1 2024, an estimated $3.34K.
  • Lee Financial first reported a position in STAG Industrial in Q4 2016 and held it in 26 quarters.
  • Lee Financial's STAG Industrial position peaked at $1.65M in Q3 2021.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.