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PFS Investments’s STAG Industrial STAG Stock Holding History

PFS 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
2023
Q2 		$2.83M Buy
+78,778
New +$2.72M 0.05% 292
2021
Q4 		– Sell
-33,766
Closed -$1.43M – 412
2021
Q3 		$1.43M Buy
33,766
+948
+3% +$38.7K 0.03% 296
2021
Q2 		$1.28M Buy
32,818
+2,497
+8% +$91K 0.03% 282
2021
Q1 		$1.02M Buy
30,321
+5,308
+21% +$169K 0.03% 268
2020
Q4 		$759K Buy
25,013
+6,032
+32% +$189K 0.02% 265
2020
Q3 		$579K Buy
18,981
+4,865
+34% +$154K 0.02% 259
2020
Q2 		$414K Buy
14,116
+5,216
+59% +$137K 0.02% 249
2020
Q1 		$200K Buy
+8,900
New +$259K 0.01% 256

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return