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Eaton Financial Holdings’s Prologis PLD Stock Holding History

Eaton Financial Holdings’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
Q3 		– Sell
-10,108
Closed -$1.24M – 157
2023
Q2 		$1.24M Sell
10,108
-128
-1% -$15.7K 0.93% 20
2023
Q1 		$1.28M Sell
10,236
-405
-4% -$49.8K 1% 19
2022
Q4 		$1.2M Buy
+10,641
New +$1.18M 1.03% 20

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eaton Financial Holdings's PLD Position: Q3 2023 in Review

Eaton Financial Holdings sold out of Prologis (PLD) in Q3 2023, closing a stake of 10,108 shares — an estimated $1.24M sold.

Eaton Financial Holdings first reported a position in PLD in Q4 2022 and held it in 3 quarters. The position peaked at $1.28M in Q1 2023. 1,380 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Eaton Financial Holdings reported no remaining Prologis position as of Q3 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 10,108 Prologis shares in Q3 2023, an estimated $1.24M.
  • Eaton Financial Holdings first reported a position in Prologis in Q4 2022 and held it in 3 quarters.
  • Eaton Financial Holdings's Prologis position peaked at $1.28M in Q1 2023.
  • 1,380 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Eaton Financial Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.