Baystate Wealth Management’s Prologis PLD Stock Holding History

Baystate 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
2023 Q4	$68K	Buy	510 +55	+12%	+$6.24K	0.01%	328
2023 Q3	$51.1K	Buy	455 +75	+20%	+$9.18K	﹤0.01%	337
2023 Q2	$46.7K	Buy	380 +12	+3%	+$1.48K	﹤0.01%	340
2023 Q1	$46K	Buy	368 +47	+15%	+$5.78K	﹤0.01%	346
2022 Q4	$36K	Buy	321 +2	+0.6%	+$222	﹤0.01%	382
2022 Q3	$32K	Buy	319 +2	+0.6%	+$248	﹤0.01%	369
2022 Q2	$37K	Buy	317 +91	+40%	+$12.6K	﹤0.01%	358
2022 Q1	$37K	Buy	226 +1	+0.4%	+$153	﹤0.01%	369
2021 Q4	$38K	Buy	225 +1	+0.4%	+$149	﹤0.01%	360
2021 Q3	$28K	Buy	224 +1	+0.4%	+$130	﹤0.01%	372
2021 Q2	$27K	Buy	223 +1	+0.5%	+$117	﹤0.01%	353
2021 Q1	$24K	Buy	222 +1	+0.5%	+$102	﹤0.01%	343
2020 Q4	$22K	Buy	221 +1	+0.5%	+$101	﹤0.01%	336
2020 Q3	$22K	Buy	220 +2	+0.9%	+$200	﹤0.01%	312
2020 Q2	$20K	Buy	218 +1	+0.5%	+$89	﹤0.01%	309
2020 Q1	$17K	Buy	+217	New	+$19K	﹤0.01%	309
2019 Q2	–	Sell	-40	Closed	-$3K	–	675
2019 Q1	$3K	Buy	+40	New	+$2.73K	﹤0.01%	476

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

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

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

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

AAMU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baystate Wealth Management's PLD Position: Q4 2023 in Review

Baystate Wealth Management increased its Prologis (PLD) stake by 12% in Q4 2023, buying an estimated $6.24K and bringing the position to 510 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #328.

Baystate Wealth Management first reported a position in PLD in Q1 2019 and has held it in 17 quarters since. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

Baystate Wealth Management held 510 shares of Prologis worth $68K as of Q4 2023.
Baystate Wealth Management bought 55 Prologis shares in Q4 2023, an estimated $6.24K.
Prologis made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #328 holding.
Baystate Wealth Management first reported a position in Prologis in Q1 2019 and has held it in 17 quarters since.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.