Mount Yale Investment Advisors, LLC Stag Industrial, Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Stag Industrial, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,262 shares of STAG stock, worth $326,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,262

Previous 7,893 17.34%

Holding current value

$326,115

Previous $308,000 1.62%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$33.22 - $39.1 $45,478 - $53,527	1,369 Added 17.34%	9,262 $313,000
Q3 2024 Oct 23, 2024	SELL	$35.42 - $40.98 $1,558 - $1,803	-44 Reduced 0.55%	7,893 $308,000
Q2 2024 Aug 13, 2024	SELL	$34.26 - $38.32 $2,877 - $3,218	-84 Reduced 1.05%	7,937 $286,000
Q1 2024 May 15, 2024	SELL	$36.92 - $39.59 $6,054 - $6,492	-164 Reduced 2.0%	8,021 $308,000
Q4 2023 Feb 12, 2024	SELL	$31.71 - $39.58 $1,934 - $2,414	-61 Reduced 0.74%	8,185 $321,000
Q3 2023 Oct 11, 2023	SELL	$34.02 - $38.44 $6,497 - $7,342	-191 Reduced 2.26%	8,246 $284,000
Q2 2023 Aug 14, 2023	SELL	$32.36 - $36.73 $3,947 - $4,481	-122 Reduced 1.43%	8,437 $302,000
Q1 2023 May 11, 2023	BUY	$31.37 - $36.83 $36,985 - $43,422	1,179 Added 15.98%	8,559 $289,000
Q4 2022 Feb 13, 2023	SELL	$26.85 - $34.06 $12,673 - $16,076	-472 Reduced 6.01%	7,380 $238,000
Q3 2022 Nov 07, 2022	SELL	$28.21 - $35.14 $2,821 - $3,514	-100 Reduced 1.26%	7,852 $223,000
Q2 2022 Aug 02, 2022	BUY	$30.33 - $42.22 $23,020 - $32,044	759 Added 10.55%	7,952 $246,000
Q1 2022 May 03, 2022	SELL	$38.14 - $47.0 $2,212 - $2,726	-58 Reduced 0.8%	7,193 $297,000
Q4 2021 Feb 02, 2022	SELL	$39.83 - $47.96 $4,620 - $5,563	-116 Reduced 1.57%	7,251 $348,000
Q3 2021 Nov 02, 2021	BUY	$37.37 - $43.27 $66,518 - $77,020	1,780 Added 31.86%	7,367 $289,000
Q2 2021 Aug 04, 2021	BUY	$34.42 - $39.33 $192,304 - $219,736	5,587 New	5,587 $209,000
Q4 2018 Feb 14, 2019	SELL	$23.27 - $27.11 $104,831 - $122,130	-4,505 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$26.68 - $28.99 $21,610 - $23,481	810 Added 21.92%	4,505 $119,000
Q1 2018 Jun 25, 2018	BUY	$22.58 - $27.11 $83,433 - $100,171	3,695 New	3,695 $88,000

Others Institutions Holding STAG

# of Institutions

557

Shares Held

155M

Call Options Held

70.8K

Put Options Held

41.3K

View Full List

About STAG Industrial, Inc.

Ticker STAG
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 179,216,000
Market Cap $6.31B
Description
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

More about STAG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Stag Industrial, Inc. Transaction History