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STAG icon

Surevest’s STAG Industrial STAG Stock Holding History

Surevest’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
Q3 		$1.98M Buy
69,670
+4,039
+6% +$127K 0.54% 74
2022
Q2 		$2.03M Buy
65,631
+5,531
+9% +$196K 0.53% 71
2022
Q1 		$2.48M Sell
60,100
-4,624
-7% -$191K 0.6% 68
2021
Q4 		$3.1M Sell
64,724
-829
-1% -$36.1K 0.74% 59
2021
Q3 		$2.57M Buy
65,553
+5,127
+8% +$209K 0.65% 67
2021
Q2 		$2.26M Buy
60,426
+22,368
+59% +$815K 0.59% 69
2021
Q1 		$1.28M Buy
+38,058
New +$1.21M 0.39% 69

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's STAG Position: Q3 2022 in Review

Surevest increased its STAG Industrial (STAG) stake by 6.2% in Q3 2022, buying an estimated $127K and bringing the position to 69,670 shares worth $1.98M. The position accounts for 0.54% of the portfolio, ranked #74.

Surevest first reported a position in STAG in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Surevest held 69,670 shares of STAG Industrial worth $1.98M as of Q3 2022.
  • Surevest bought 4,039 STAG Industrial shares in Q3 2022, an estimated $127K.
  • STAG Industrial made up 0.54% of Surevest's portfolio in Q3 2022, its #74 holding.
  • Surevest first reported a position in STAG Industrial in Q1 2021 and has held it in 7 quarters since.
  • Surevest's STAG Industrial position peaked at $3.1M in Q4 2021.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.