LM Advisors’s STAG Industrial STAG Stock Holding History

LM Advisors’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	-97	Closed	-$3.81K	–	647
2023 Q4	$3.81K	Buy	+97	New	+$3.44K	﹤0.01%	614

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LM Advisors's STAG Position: Q1 2024 in Review

LM Advisors sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 97 shares — an estimated $3.81K sold.

LM Advisors first reported a position in STAG in Q4 2023 and held it in 1 quarter. The position peaked at $3.81K in Q4 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

LM Advisors reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 97 STAG Industrial shares in Q1 2024, an estimated $3.81K.
LM Advisors first reported a position in STAG Industrial in Q4 2023 and held it in 1 quarter.
LM Advisors's STAG Industrial position peaked at $3.81K in Q4 2023.
504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.