Castleview Partners’s Prologis PLD Stock Holding History

Castleview Partners’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 Q3	–	Sell	-24	Closed	-$2.69K	–	806
2024 Q2	$2.69K	Hold	24	–	–	﹤0.01%	704
2024 Q1	$3.13K	Buy	24 +1	+4%	+$131	﹤0.01%	699
2023 Q4	$3.07K	Sell	23 -10	-30%	-$1.14K	﹤0.01%	651
2023 Q3	$3.7K	Hold	33	–	–	﹤0.01%	510
2023 Q2	$4.05K	Buy	33 +12	+57%	+$1.48K	﹤0.01%	530
2023 Q1	$2.62K	Buy	+21	New	+$2.58K	﹤0.01%	554

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Castleview Partners's PLD Position: Q3 2024 in Review

Castleview Partners sold out of Prologis (PLD) in Q3 2024, closing a stake of 24 shares — an estimated $2.69K sold.

Castleview Partners first reported a position in PLD in Q1 2023 and held it in 6 quarters. The position peaked at $4.05K in Q2 2023. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

Castleview Partners reported no remaining Prologis position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 24 Prologis shares in Q3 2024, an estimated $2.69K.
Castleview Partners first reported a position in Prologis in Q1 2023 and held it in 6 quarters.
Castleview Partners's Prologis position peaked at $4.05K in Q2 2023.
1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.