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Retirement Group’s STAG Industrial STAG Stock Holding History

Retirement Group’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
Q1 		$18.5K Buy
481
+3
+0.6% +$114 0.01% 372
2023
Q4 		$18.8K Buy
478
+2
+0.4% +$71 0.01% 350
2023
Q3 		$16.4K Buy
476
+3
+0.6% +$109 0.01% 342
2023
Q2 		$17K Buy
473
+2
+0.4% +$69 0.01% 345
2023
Q1 		$16K Buy
471
+3
+0.6% +$102 0.01% 337
2022
Q4 		$15K Buy
468
+3
+0.6% +$94 0.01% 315
2022
Q3 		$13K Buy
465
+2
+0.4% +$63 0.01% 230
2022
Q2 		$14K Buy
463
+3
+0.7% +$106 0.01% 385
2022
Q1 		$19K Buy
460
+2
+0.4% +$83 0.01% 355
2021
Q4 		$22K Buy
458
+227
+98% +$9.89K 0.01% 322
2021
Q3 		$9K Buy
231
+2
+0.9% +$82 ﹤0.01% 391
2021
Q2 		$9K Sell
229
-550
-71% -$20.1K ﹤0.01% 427
2021
Q1 		$26K Hold
779
– – 0.01% 349
2020
Q4 		$27K Sell
779
-103
-12% -$3.22K 0.01% 332
2020
Q3 		$27K Sell
882
-84
-9% -$2.65K 0.02% 300
2020
Q2 		$28K Buy
+966
New +$25.4K 0.02% 289
2019
Q4 		$49K Buy
+1,558
New +$47.8K 0.03% 234

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Group's STAG Position: Q1 2024 in Review

Retirement Group increased its STAG Industrial (STAG) stake by 0.63% in Q1 2024, buying an estimated $114 and bringing the position to 481 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #372.

Retirement Group first reported a position in STAG in Q4 2019 and has held it in 17 quarters since. The position peaked at $49K in Q4 2019. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Retirement Group held 481 shares of STAG Industrial worth $18.5K as of Q1 2024.
  • Retirement Group bought 3 STAG Industrial shares in Q1 2024, an estimated $114.
  • STAG Industrial made up 0.01% of Retirement Group's portfolio in Q1 2024, its #372 holding.
  • Retirement Group first reported a position in STAG Industrial in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's STAG Industrial position peaked at $49K in Q4 2019.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.