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Sonora Investment Management’s STAG Industrial STAG Stock Holding History

Sonora 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
2021
Q3 		$89K Hold
2,275
– – 0.01% 322
2021
Q2 		$85K Buy
2,275
+500
+28% +$18.2K 0.01% 303
2021
Q1 		$60K Hold
1,775
– – ﹤0.01% 532
2020
Q4 		$56K Hold
1,775
– – ﹤0.01% 573
2020
Q3 		$54K Hold
1,775
– – 0.01% 554
2020
Q2 		$52K Buy
1,775
+500
+39% +$13.2K 0.01% 499
2020
Q1 		$29K Sell
1,275
-725
-36% -$21.1K ﹤0.01% 622
2019
Q4 		$63K Hold
2,000
– – 0.01% 445
2019
Q3 		$59K Hold
2,000
– – 0.01% 452
2019
Q2 		$60K Hold
2,000
– – 0.01% 453
2019
Q1 		$59K Hold
2,000
– – 0.01% 430
2018
Q4 		$50K Hold
2,000
– – 0.01% 404
2018
Q3 		$55K Sell
2,000
-950
-32% -$26.5K 0.01% 384
2018
Q2 		$80K Hold
2,950
– – 0.01% 301
2018
Q1 		$70.6K Hold
2,950
– – 0.01% 312
2017
Q4 		$80.6K Hold
2,950
– – 0.01% 292
2017
Q3 		$81K Buy
2,950
+1,000
+51% +$27.7K 0.01% 280
2017
Q2 		$53.8K Hold
1,950
– – 0.01% 326
2017
Q1 		$48.8K Hold
1,950
– – 0.01% 340
2016
Q4 		$46.5K Hold
1,950
– – 0.01% 302
2016
Q3 		$47.8K Hold
1,950
– – 0.01% 306
2016
Q2 		$46.4K Hold
1,950
– – 0.01% 278
2016
Q1 		$39.5K Sell
1,950
-50
-3% -$884 0.01% 312
2015
Q4 		$37K Hold
2,000
– – 0.01% 270
2015
Q3 		$34K Buy
+2,000
New +$37.7K 0.01% 253

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's STAG Position: Q3 2021 in Review

Sonora Investment Management held its STAG Industrial (STAG) position steady in Q3 2021 at 2,275 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #322.

Sonora Investment Management first reported a position in STAG in Q3 2015 and has held it in 25 quarters since. 409 funds tracked by Wall St. Rank hold STAG as of Q3 2021.

  • Sonora Investment Management held 2,275 shares of STAG Industrial worth $89K as of Q3 2021.
  • Sonora Investment Management left its STAG Industrial share count unchanged in Q3 2021.
  • STAG Industrial made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #322 holding.
  • Sonora Investment Management first reported a position in STAG Industrial in Q3 2015 and has held it in 25 quarters since.
  • 409 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.