HFW
PLD icon

Horizon Family Wealth’s Prologis PLD Stock Holding History

Horizon Family Wealth’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
Q1 		– Sell
-2,189
Closed -$292K – 81
2023
Q4 		$292K Buy
2,189
+57
+3% +$6.47K 0.25% 54
2023
Q3 		$239K Buy
2,132
+208
+11% +$25.4K 0.23% 55
2023
Q2 		$236K Sell
1,924
-49
-2% -$6.03K 0.23% 57
2023
Q1 		$246K Sell
1,973
-202
-9% -$24.8K 0.26% 48
2022
Q4 		$245K Buy
+2,175
New +$241K 0.28% 46
2022
Q3 		– Sell
-1,830
Closed -$215K – 54
2022
Q2 		$215K Sell
1,830
-25
-1% -$3.46K 0.25% 52
2022
Q1 		$300K Buy
+1,855
New +$283K 0.3% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horizon Family Wealth's PLD Position: Q1 2024 in Review

Horizon Family Wealth sold out of Prologis (PLD) in Q1 2024, closing a stake of 2,189 shares — an estimated $292K sold.

Horizon Family Wealth first reported a position in PLD in Q1 2022 and held it in 7 quarters. The position peaked at $300K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Horizon Family Wealth reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Horizon Family Wealth sold 2,189 Prologis shares in Q1 2024, an estimated $292K.
  • Horizon Family Wealth first reported a position in Prologis in Q1 2022 and held it in 7 quarters.
  • Horizon Family Wealth's Prologis position peaked at $300K in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Horizon Family Wealth's 13F filing for Q1 2024, filed 9 May 2024.