BerganKDV Wealth Management’s Prologis PLD Stock Holding History

BerganKDV 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 Q2	$109K	Sell	886 -52	-6%	-$6.4K	0.01%	283
2023 Q1	$117K	Buy	938 +95	+11%	+$11.7K	0.01%	297
2022 Q4	$95.1K	Buy	843 +103	+14%	+$11.4K	0.01%	313
2022 Q3	$75K	Hold	740	–	–	0.01%	327
2022 Q2	$87K	Hold	740	–	–	0.01%	314
2022 Q1	$119K	Hold	740	–	–	0.01%	290
2021 Q4	$125K	Buy	740 +1	+0.1%	+$149	0.01%	307
2021 Q3	$93K	Buy	739 +50	+7%	+$6.49K	0.01%	332
2021 Q2	$82K	Buy	689 +60	+10%	+$7.01K	0.01%	331
2021 Q1	$67K	Hold	629	–	–	0.01%	340
2020 Q4	$63K	Sell	629 -5	-0.8%	-$505	0.01%	328
2020 Q3	$64K	Hold	634	–	–	0.01%	313
2020 Q2	$59K	Sell	634 -7	-1%	-$624	0.01%	336
2020 Q1	$52K	Buy	641 +41	+7%	+$3.58K	0.01%	314
2019 Q4	$53K	Hold	600	–	–	0.01%	341
2019 Q3	$51K	Buy	+600	New	+$49.6K	0.01%	328
2019 Q2	–	Hold	0	–	–	–	332
2019 Q1	–	Hold	0	–	–	–	359
2018 Q4	–	Hold	0	–	–	–	338
2018 Q3	–	Hold	0	–	–	–	357
2018 Q2	–	Hold	0	–	–	–	361

Other funds holding PLD

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BerganKDV Wealth Management's PLD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Prologis (PLD) stake by 5.5% in Q2 2023, selling an estimated $6.4K and leaving 886 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #283.

BerganKDV Wealth Management first reported a position in PLD in Q3 2019 and has held it in 16 quarters since. The position peaked at $125K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

BerganKDV Wealth Management held 886 shares of Prologis worth $109K as of Q2 2023.
BerganKDV Wealth Management sold 52 Prologis shares in Q2 2023, an estimated $6.4K.
Prologis made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #283 holding.
BerganKDV Wealth Management first reported a position in Prologis in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Prologis position peaked at $125K in Q4 2021.
1,395 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.