Cascadia Advisory Services’s Prologis PLD Stock Holding History

Cascadia Advisory Services’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	$741K	Sell	5,907 -463	-7%	-$60.1K	0.15%	145
2021 Q2	$761K	Sell	6,370 -263	-4%	-$30.7K	0.16%	137
2021 Q1	$703K	Buy	+6,633	New	+$676K	0.16%	141
2020 Q3	$869K	Sell	8,640 -15,790	-65%	-$1.58M	0.24%	118
2020 Q2	$2.28M	Buy	+24,430	New	+$2.18M	0.7%	34
2019 Q4	$2.22M	Buy	+24,893	New	+$2.21M	0.63%	40

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

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

AAMU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Cascadia Advisory Services's PLD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Prologis (PLD) stake by 7.3% in Q3 2021, selling an estimated $60.1K and leaving 5,907 shares worth $741K. The position accounts for 0.15% of the portfolio, ranked #145.

Cascadia Advisory Services first reported a position in PLD in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.28M in Q2 2020. 1,082 funds tracked by Wall St. Rank hold PLD as of Q3 2021.

Cascadia Advisory Services held 5,907 shares of Prologis worth $741K as of Q3 2021.
Cascadia Advisory Services sold 463 Prologis shares in Q3 2021, an estimated $60.1K.
Prologis made up 0.15% of Cascadia Advisory Services's portfolio in Q3 2021, its #145 holding.
Cascadia Advisory Services first reported a position in Prologis in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Prologis position peaked at $2.28M in Q2 2020.
1,082 funds tracked by Wall St. Rank held Prologis as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.