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Syverson Strege & Co’s STAG Industrial STAG Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-711
Closed -$24K – 541
2023
Q1 		$24K Hold
711
– – 0.01% 175
2022
Q4 		$23K Buy
+711
New +$22.3K 0.01% 165

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Syverson Strege & Co's STAG Position: Q2 2023 in Review

Syverson Strege & Co sold out of STAG Industrial (STAG) in Q2 2023, closing a stake of 711 shares — an estimated $24K sold.

Syverson Strege & Co first reported a position in STAG in Q4 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2023. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

  • Syverson Strege & Co reported no remaining STAG Industrial position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 711 STAG Industrial shares in Q2 2023, an estimated $24K.
  • Syverson Strege & Co first reported a position in STAG Industrial in Q4 2022 and held it in 2 quarters.
  • Syverson Strege & Co's STAG Industrial position peaked at $24K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.