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Neo Ivy Capital Management’s STAG Industrial STAG Stock Holding History

Neo Ivy 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
2022
Q3 		– Sell
-665
Closed -$20K – 538
2022
Q2 		$20K Buy
+665
New +$23.6K 0.05% 310
2021
Q1 		– Sell
-6,618
Closed -$207K – 613
2020
Q4 		$207K Buy
+6,618
New +$207K 0.23% 154

Other funds holding STAG

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neo Ivy Capital Management's STAG Position: Q3 2022 in Review

Neo Ivy Capital Management sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 665 shares — an estimated $20K sold.

Neo Ivy Capital Management first reported a position in STAG in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2020. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Neo Ivy Capital Management reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 665 STAG Industrial shares in Q3 2022, an estimated $20K.
  • Neo Ivy Capital Management first reported a position in STAG Industrial in Q4 2020 and held it in 2 quarters.
  • Neo Ivy Capital Management's STAG Industrial position peaked at $207K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Neo Ivy Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.