MGO One Seven’s STAG Industrial STAG Stock Holding History

MGO One Seven’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
2026 Q1	$367K	Sell	10,189 -569	-5%	-$21.6K	0.01%	1048
2025 Q4	$395K	Sell	10,758 -493	-4%	-$18.7K	0.01%	987
2025 Q3	$397K	Sell	11,251 -697	-6%	-$24.9K	0.01%	904
2025 Q2	$433K	Buy	11,948 +62	+0.5%	+$2.14K	0.01%	777
2025 Q1	$429K	Sell	11,886 -77	-0.6%	-$2.69K	0.02%	683
2024 Q4	$405K	Sell	11,963 -163	-1%	-$5.96K	0.02%	713
2024 Q3	$474K	Sell	12,126 -969	-7%	-$38K	0.02%	599
2024 Q2	$472K	Sell	13,095 -244	-2%	-$8.68K	0.02%	581
2024 Q1	$513K	Sell	13,339 -134	-1%	-$5.08K	0.03%	510
2023 Q4	$529K	Sell	13,473 -322	-2%	-$11.4K	0.03%	505
2023 Q3	$476K	Buy	13,795 +2	+0%	+$73	0.04%	455
2023 Q2	$495K	Buy	13,793 +42	+0.3%	+$1.45K	0.05%	419
2023 Q1	$465K	Buy	13,751 +599	+5%	+$20.4K	0.03%	495
2022 Q4	$425K	Buy	13,152 +129	+1%	+$4.04K	0.04%	444
2022 Q3	$370	Buy	13,023 +5,654	+77%	+$178K	0.01%	479
2022 Q2	$228K	Buy	7,369 +203	+3%	+$7.2K	0.03%	543
2022 Q1	$296K	Sell	7,166 -61	-0.8%	-$2.52K	0.03%	509
2021 Q4	$347K	Buy	+7,227	New	+$315K	0.04%	454

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

AllianceBernstein

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

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

EARNEST Partners

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