Buckingham Strategic Wealth’s Prologis PLD Stock Holding History

Buckingham Strategic Wealth’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 Q2	$275K	Sell	2,445 -348	-12%	-$38.5K	﹤0.01%	621
2024 Q1	$364K	Buy	2,793 +899	+47%	+$117K	﹤0.01%	539
2023 Q4	$252K	Sell	1,894 -509	-21%	-$57.8K	﹤0.01%	621
2023 Q3	$270K	Sell	2,403 -120	-5%	-$14.7K	﹤0.01%	551
2023 Q2	$309K	Buy	2,523 +699	+38%	+$86K	﹤0.01%	530
2023 Q1	$206K	Hold	1,824	–	–	﹤0.01%	562
2022 Q4	$206K	Buy	+1,824	New	+$202K	﹤0.01%	564
2022 Q3	–	Sell	-1,759	Closed	-$207K	–	637
2022 Q2	$207K	Buy	+1,759	New	+$243K	﹤0.01%	552
2022 Q1	–	Sell	-1,285	Closed	-$216K	–	621
2021 Q4	$216K	Sell	1,285 -874	-40%	-$130K	﹤0.01%	549
2021 Q3	$271K	Buy	+2,159	New	+$280K	0.01%	486

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

AAMU

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Buckingham Strategic Wealth's PLD Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Prologis (PLD) stake by 12% in Q2 2024, selling an estimated $38.5K and leaving 2,445 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Buckingham Strategic Wealth first reported a position in PLD in Q3 2021 and has held it in 10 quarters since. The position peaked at $364K in Q1 2024. 1,451 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

Buckingham Strategic Wealth held 2,445 shares of Prologis worth $275K as of Q2 2024.
Buckingham Strategic Wealth sold 348 Prologis shares in Q2 2024, an estimated $38.5K.
Prologis made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #621 holding.
Buckingham Strategic Wealth first reported a position in Prologis in Q3 2021 and has held it in 10 quarters since.
Buckingham Strategic Wealth's Prologis position peaked at $364K in Q1 2024.
1,451 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.