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Oak Ridge Investments’s STAG Industrial STAG Stock Holding History

Oak Ridge Investments’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
2018
Q2 		– Sell
-452,718
Closed -$10.8M – 161
2018
Q1 		$10.8M Sell
452,718
-191,537
-30% -$4.67M 0.6% 65
2017
Q4 		$17.6M Sell
644,255
-260,312
-29% -$7.28M 0.84% 45
2017
Q3 		$24.8M Sell
904,567
-450,291
-33% -$12.5M 1.01% 38
2017
Q2 		$37.4M Buy
+1,354,858
New +$36.2M 1.19% 33

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Oak Ridge Investments's STAG Position: Q2 2018 in Review

Oak Ridge Investments sold out of STAG Industrial (STAG) in Q2 2018, closing a stake of 452,718 shares — an estimated $10.8M sold.

Oak Ridge Investments first reported a position in STAG in Q2 2017 and held it in 4 quarters. The position peaked at $37.4M in Q2 2017. 251 funds tracked by Wall St. Rank hold STAG as of Q2 2018.

  • Oak Ridge Investments reported no remaining STAG Industrial position as of Q2 2018 after selling out during the quarter.
  • Oak Ridge Investments sold 452,718 STAG Industrial shares in Q2 2018, an estimated $10.8M.
  • Oak Ridge Investments first reported a position in STAG Industrial in Q2 2017 and held it in 4 quarters.
  • Oak Ridge Investments's STAG Industrial position peaked at $37.4M in Q2 2017.
  • 251 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2018.

Based on Oak Ridge Investments's 13F filing for Q2 2018, filed 13 Aug 2018.