Zimmer Partners’s STAG Industrial STAG Stock Holding History

Zimmer Partners’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
2024 Q4	–	Sell	-52,500	Closed	-$2.05M	–	178
2024 Q3	$2.05M	Sell	52,500 -22,500	-30%	-$882K	0.04%	131
2024 Q2	$2.7M	Buy	75,000 +37,500	+100%	+$1.33M	0.05%	122
2024 Q1	$1.44M	Sell	37,500 -337,500	-90%	-$12.8M	0.03%	117
2023 Q4	$14.7M	Buy	+375,000	New	+$13.3M	0.54%	36
2022 Q4	–	Sell	-4,500,000	Closed	-$128M	–	104
2022 Q3	$128M	Sell	4,500,000 -375,000	-8%	-$11.8M	2.78%	14
2022 Q2	$151M	Buy	4,875,000 +775,000	+19%	+$27.5M	3.13%	11
2022 Q1	$170M	Buy	4,100,000 +1,250,000	+44%	+$51.6M	2.43%	12
2021 Q4	$137M	Buy	+2,850,000	New	+$124M	2.04%	18
2021 Q3	–	Sell	-1,685,000	Closed	-$63.1M	–	187
2021 Q2	$63.1M	Buy	+1,685,000	New	+$61.4M	0.85%	38
2019 Q4	–	Sell	-1,501,000	Closed	-$44.2M	–	109
2019 Q3	$44.2M	Sell	1,501,000 -1,499,000	-50%	-$44.5M	0.48%	40
2019 Q2	$90.7M	Sell	3,000,000 -1,500,000	-33%	-$44.6M	0.96%	32
2019 Q1	$133M	Buy	4,500,000 +1,957,917	+77%	+$54.1M	1.6%	15
2018 Q4	$63.2M	Buy	+2,542,083	New	+$66.5M	0.87%	31
2017 Q1	–	Sell	-1,998,400	Closed	-$47.7M	–	92
2016 Q4	$47.7M	Buy	+1,998,400	New	+$46M	1.5%	21

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Zimmer Partners's STAG Position: Q4 2024 in Review

Zimmer Partners sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 52,500 shares — an estimated $2.05M sold.

Zimmer Partners first reported a position in STAG in Q4 2016 and held it in 14 quarters. The position peaked at $170M in Q1 2022. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

Zimmer Partners reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
Zimmer Partners sold 52,500 STAG Industrial shares in Q4 2024, an estimated $2.05M.
Zimmer Partners first reported a position in STAG Industrial in Q4 2016 and held it in 14 quarters.
Zimmer Partners's STAG Industrial position peaked at $170M in Q1 2022.
520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Zimmer Partners's 13F filing for Q4 2024, filed 14 Feb 2025.