Berman Capital Advisors’s Prologis PLD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$501K	Buy	4,000 +695	+21%	+$90.2K	0.08%	135
2021 Q2	$394K	Buy	3,305 +716	+28%	+$83.7K	0.06%	145
2021 Q1	$273K	Buy	2,589 +486	+23%	+$49.5K	0.06%	156
2020 Q4	$209K	Buy	2,103 +80	+4%	+$8.09K	0.05%	159
2020 Q3	$203K	Buy	2,023 +94	+5%	+$9.42K	0.06%	146
2020 Q2	$178K	Buy	1,929 +710	+58%	+$63.3K	0.05%	155
2020 Q1	$97K	Buy	1,219 +881	+261%	+$77K	0.03%	200
2019 Q4	$30K	Hold	338	–	–	0.01%	431
2019 Q3	$28K	Hold	338	–	–	0.01%	418
2019 Q2	$27K	Sell	338 -50	-13%	-$3.81K	0.01%	431
2019 Q1	$27K	Buy	388 +199	+105%	+$13.6K	0.01%	389
2018 Q4	$10K	Buy	+189	New	+$12.2K	﹤0.01%	511

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

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

AAMU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Berman Capital Advisors's PLD Position: Q3 2021 in Review

Berman Capital Advisors increased its Prologis (PLD) stake by 21% in Q3 2021, buying an estimated $90.2K and bringing the position to 4,000 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #135.

Berman Capital Advisors first reported a position in PLD in Q4 2018 and has held it in 12 quarters since. 1,082 funds tracked by Wall St. Rank hold PLD as of Q3 2021.

Berman Capital Advisors held 4,000 shares of Prologis worth $501K as of Q3 2021.
Berman Capital Advisors bought 695 Prologis shares in Q3 2021, an estimated $90.2K.
Prologis made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #135 holding.
Berman Capital Advisors first reported a position in Prologis in Q4 2018 and has held it in 12 quarters since.
1,082 funds tracked by Wall St. Rank held Prologis as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.