Y-Intercept (HK)’s STAG Industrial STAG Stock Holding History

Y-Intercept (HK)’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
2026 Q1	$309K	Sell	8,562 -96,530	-92%	-$3.66M	0.01%	1370
2025 Q4	$3.86M	Buy	+105,092	New	+$3.99M	0.09%	317
2025 Q1	–	Sell	-10,989	Closed	-$372K	–	1590
2024 Q4	$372K	Sell	10,989 -16,374	-60%	-$599K	0.02%	860
2024 Q3	$1.07M	Buy	27,363 +14,427	+112%	+$565K	0.07%	423
2024 Q2	$466K	Buy	+12,936	New	+$460K	0.03%	841
2023 Q2	–	Sell	-10,565	Closed	-$357K	–	1706
2023 Q1	$357K	Buy	+10,565	New	+$360K	0.04%	692
2022 Q3	–	Sell	-10,353	Closed	-$320K	–	1254
2022 Q2	$320K	Buy	+10,353	New	+$367K	0.04%	561
2021 Q4	–	Sell	-19,897	Closed	-$781K	–	867
2021 Q3	$781K	Buy	+19,897	New	+$813K	0.14%	229
2021 Q2	–	Sell	-11,228	Closed	-$381K	–	884
2021 Q1	$381K	Buy	11,228 +4,334	+63%	+$138K	0.1%	321
2020 Q4	$214K	Buy	+6,894	New	+$215K	0.09%	435

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return