MKA
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M. Kulyk & Associates’s STAG Industrial STAG Stock Holding History

M. Kulyk & Associates’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
-49,248
Closed -$1.93M – 114
2023
Q4 		$1.93M Sell
49,248
-632
-1% -$22.4K 0.45% 52
2023
Q3 		$1.72M Sell
49,880
-6,434
-11% -$234K 0.48% 50
2023
Q2 		$2.02M Buy
56,314
+1,151
+2% +$39.8K 0.56% 50
2023
Q1 		$1.87M Buy
55,163
+2,018
+4% +$68.8K 0.57% 50
2022
Q4 		$1.72M Buy
53,145
+1,095
+2% +$34.3K 0.57% 51
2022
Q3 		$1.48M Buy
52,050
+19,473
+60% +$614K 0.51% 53
2022
Q2 		$1.01M Buy
+32,577
New +$1.15M 0.31% 52

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M. Kulyk & Associates's STAG Position: Q1 2024 in Review

M. Kulyk & Associates sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 49,248 shares — an estimated $1.93M sold.

M. Kulyk & Associates first reported a position in STAG in Q2 2022 and held it in 7 quarters. The position peaked at $2.02M in Q2 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • M. Kulyk & Associates reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • M. Kulyk & Associates sold 49,248 STAG Industrial shares in Q1 2024, an estimated $1.93M.
  • M. Kulyk & Associates first reported a position in STAG Industrial in Q2 2022 and held it in 7 quarters.
  • M. Kulyk & Associates's STAG Industrial position peaked at $2.02M in Q2 2023.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on M. Kulyk & Associates's 13F filing for Q1 2024, filed 9 May 2024.