Halpern Financial’s Prologis PLD Stock Holding History

Halpern Financial’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	-210	Closed	-$23.6K	–	264
2023 Q3	$23.6K	Buy	+210	New	+$25.7K	0.01%	117

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 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

Halpern Financial's PLD Position: Q4 2023 in Review

Halpern Financial sold out of Prologis (PLD) in Q4 2023, closing a stake of 210 shares — an estimated $23.6K sold.

Halpern Financial first reported a position in PLD in Q3 2023 and held it in 1 quarter. The position peaked at $23.6K in Q3 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

Halpern Financial reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 210 Prologis shares in Q4 2023, an estimated $23.6K.
Halpern Financial first reported a position in Prologis in Q3 2023 and held it in 1 quarter.
Halpern Financial's Prologis position peaked at $23.6K in Q3 2023.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.