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USA Financial Formulas’s STAG Industrial STAG Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-807
Closed -$39K – 472
2021
Q4 		$39K Buy
+807
New +$35.2K 0.03% 158

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USA Financial Formulas's STAG Position: Q1 2022 in Review

USA Financial Formulas sold out of STAG Industrial (STAG) in Q1 2022, closing a stake of 807 shares — an estimated $39K sold.

USA Financial Formulas first reported a position in STAG in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 437 funds tracked by Wall St. Rank hold STAG as of Q1 2022.

  • USA Financial Formulas reported no remaining STAG Industrial position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 807 STAG Industrial shares in Q1 2022, an estimated $39K.
  • USA Financial Formulas first reported a position in STAG Industrial in Q4 2021 and held it in 1 quarter.
  • USA Financial Formulas's STAG Industrial position peaked at $39K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.