Regent Investment Management’s STAG Industrial STAG Stock Holding History

Regent Investment 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 Q4	$271K	Buy	8,375 +200	+2%	+$6.26K	0.07%	181
2022 Q3	$232K	Buy	+8,175	New	+$258K	0.07%	180
2022 Q2	–	Sell	-6,000	Closed	-$248K	–	209
2022 Q1	$248K	Hold	6,000	–	–	0.06%	189
2021 Q4	$288K	Hold	6,000	–	–	0.06%	180
2021 Q3	$236K	Sell	6,000 -6,950	-54%	-$284K	0.06%	198
2021 Q2	$485K	Sell	12,950 -550	-4%	-$20.1K	0.11%	141
2021 Q1	$454K	Buy	13,500 +800	+6%	+$25.5K	0.11%	136
2020 Q4	$398K	Buy	+12,700	New	+$397K	0.11%	139

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regent Investment Management's STAG Position: Q4 2022 in Review

Regent Investment Management increased its STAG Industrial (STAG) stake by 2.4% in Q4 2022, buying an estimated $6.26K and bringing the position to 8,375 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #181.

Regent Investment Management first reported a position in STAG in Q4 2020 and has held it in 8 quarters since. The position peaked at $485K in Q2 2021. 443 funds tracked by Wall St. Rank hold STAG as of Q4 2022.

Regent Investment Management held 8,375 shares of STAG Industrial worth $271K as of Q4 2022.
Regent Investment Management bought 200 STAG Industrial shares in Q4 2022, an estimated $6.26K.
STAG Industrial made up 0.07% of Regent Investment Management's portfolio in Q4 2022, its #181 holding.
Regent Investment Management first reported a position in STAG Industrial in Q4 2020 and has held it in 8 quarters since.
Regent Investment Management's STAG Industrial position peaked at $485K in Q2 2021.
443 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.