OneDigital Investment Advisors’s STAG Industrial STAG Stock Holding History

OneDigital Investment Advisors’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
2024 Q3	–	Sell	-7,165	Closed	-$258K	–	1467
2024 Q2	$258K	Buy	7,165 +37	+0.5%	+$1.32K	﹤0.01%	1175
2024 Q1	$274K	Buy	7,128 +52	+0.7%	+$1.97K	﹤0.01%	941
2023 Q4	$278K	Buy	7,076 +190	+3%	+$6.74K	﹤0.01%	941
2023 Q3	$238K	Buy	6,886 +60	+0.9%	+$2.18K	0.01%	885
2023 Q2	$245K	Buy	6,826 +46	+0.7%	+$1.59K	0.01%	890
2023 Q1	$229K	Buy	6,780 +80	+1%	+$2.73K	0.01%	866
2022 Q4	$216K	Buy	+6,700	New	+$210K	0.01%	754
2022 Q3	–	Sell	-6,505	Closed	-$201K	–	796
2022 Q2	$201K	Buy	6,505 +88	+1%	+$3.12K	0.01%	658
2022 Q1	$265K	Buy	+6,417	New	+$265K	0.01%	634

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

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

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

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

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

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

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

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

OneDigital Investment Advisors's STAG Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 7,165 shares — an estimated $258K sold.

OneDigital Investment Advisors first reported a position in STAG in Q1 2022 and held it in 9 quarters. The position peaked at $278K in Q4 2023. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

OneDigital Investment Advisors reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 7,165 STAG Industrial shares in Q3 2024, an estimated $258K.
OneDigital Investment Advisors first reported a position in STAG Industrial in Q1 2022 and held it in 9 quarters.
OneDigital Investment Advisors's STAG Industrial position peaked at $278K in Q4 2023.
517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.