Monument Capital Management’s STAG Industrial STAG Stock Holding History

Monument Capital Management’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
2023 Q1	–	Sell	-15,027	Closed	-$486K	–	172
2022 Q4	$486K	Sell	15,027 -157	-1%	-$4.92K	0.17%	99
2022 Q3	$432K	Sell	15,184 -5,459	-26%	-$172K	0.16%	106
2022 Q2	$637K	Sell	20,643 -530	-3%	-$18.8K	0.24%	86
2022 Q1	$875K	Buy	21,173 +6	+0%	+$248	0.28%	76
2021 Q4	$1.01M	Sell	21,167 -842	-4%	-$36.7K	0.32%	79
2021 Q3	$864K	Buy	22,009 +558	+3%	+$22.8K	0.29%	80
2021 Q2	$803K	Buy	+21,451	New	+$782K	0.28%	82
2018 Q4	–	Sell	-750	Closed	-$21K	–	281
2018 Q3	$21K	Buy	+750	New	+$20.9K	0.01%	159

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Monument Capital Management's STAG Position: Q1 2023 in Review

Monument Capital Management sold out of STAG Industrial (STAG) in Q1 2023, closing a stake of 15,027 shares — an estimated $486K sold.

Monument Capital Management first reported a position in STAG in Q3 2018 and held it in 8 quarters. The position peaked at $1.01M in Q4 2021. 457 funds tracked by Wall St. Rank hold STAG as of Q1 2023.

Monument Capital Management reported no remaining STAG Industrial position as of Q1 2023 after selling out during the quarter.
Monument Capital Management sold 15,027 STAG Industrial shares in Q1 2023, an estimated $486K.
Monument Capital Management first reported a position in STAG Industrial in Q3 2018 and held it in 8 quarters.
Monument Capital Management's STAG Industrial position peaked at $1.01M in Q4 2021.
457 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2023.

Based on Monument Capital Management's 13F filing for Q1 2023, filed 21 Apr 2023.