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Steigerwald Gordon & Koch’s Broadstone Net Lease BNL Stock Holding History

Steigerwald Gordon & Koch’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,963
Closed -$222K – 117
2021
Q4 		$222K Buy
8,963
+75
+0.8% +$1.92K 0.03% 117
2021
Q3 		$221K Hold
8,888
– – 0.04% 108
2021
Q2 		$208K Buy
+8,888
New +$191K 0.03% 110

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Steigerwald Gordon & Koch's BNL Position: Q1 2022 in Review

Steigerwald Gordon & Koch sold out of Broadstone Net Lease (BNL) in Q1 2022, closing a stake of 8,963 shares — an estimated $222K sold.

Steigerwald Gordon & Koch first reported a position in BNL in Q2 2021 and held it in 3 quarters. The position peaked at $222K in Q4 2021. 235 funds tracked by Wall St. Rank hold BNL as of Q1 2022.

  • Steigerwald Gordon & Koch reported no remaining Broadstone Net Lease position as of Q1 2022 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 8,963 Broadstone Net Lease shares in Q1 2022, an estimated $222K.
  • Steigerwald Gordon & Koch first reported a position in Broadstone Net Lease in Q2 2021 and held it in 3 quarters.
  • Steigerwald Gordon & Koch's Broadstone Net Lease position peaked at $222K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2022.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2022, filed 25 Apr 2022.