1858 Wealth Management’s Prologis PLD Stock Holding History

1858 Wealth Management’s Portfolio PLD Stock Details PLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,889	Closed	-$239K	–	133
2024 Q3	$239K	Sell	1,889 -145	-7%	-$18K	0.2%	103
2024 Q2	$228K	Sell	2,034 -2	-0.1%	-$222	0.19%	103
2024 Q1	$271K	Hold	2,036	–	–	0.26%	88
2023 Q4	$271K	Buy	+2,036	New	+$231K	0.26%	88

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1858 Wealth Management's PLD Position: Q4 2024 in Review

1858 Wealth Management sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,889 shares — an estimated $239K sold.

1858 Wealth Management first reported a position in PLD in Q4 2023 and held it in 4 quarters. The position peaked at $271K in Q1 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

1858 Wealth Management reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
1858 Wealth Management sold 1,889 Prologis shares in Q4 2024, an estimated $239K.
1858 Wealth Management first reported a position in Prologis in Q4 2023 and held it in 4 quarters.
1858 Wealth Management's Prologis position peaked at $271K in Q1 2024.
1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on 1858 Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.