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Econ Financial Services’s Prologis PLD Stock Holding History

Econ Financial 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
2023
Q4 		– Sell
-6,586
Closed -$739K – 79
2023
Q3 		$739K Sell
6,586
-3,969
-38% -$486K 0.54% 48
2023
Q2 		$1.29M Buy
10,555
+507
+5% +$62.4K 0.91% 45
2023
Q1 		$1.25M Buy
+10,048
New +$1.23M 0.95% 48

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Econ Financial Services's PLD Position: Q4 2023 in Review

Econ Financial Services sold out of Prologis (PLD) in Q4 2023, closing a stake of 6,586 shares — an estimated $739K sold.

Econ Financial Services first reported a position in PLD in Q1 2023 and held it in 3 quarters. The position peaked at $1.29M in Q2 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

  • Econ Financial Services reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
  • Econ Financial Services sold 6,586 Prologis shares in Q4 2023, an estimated $739K.
  • Econ Financial Services first reported a position in Prologis in Q1 2023 and held it in 3 quarters.
  • Econ Financial Services's Prologis position peaked at $1.29M in Q2 2023.
  • 1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Econ Financial Services's 13F filing for Q4 2023, filed 7 Feb 2024.