ORI
STAG icon

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

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AllianceBernstein
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N
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return