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Jackson Grant Investment Advisers’s Prologis PLD Stock Holding History

Jackson Grant Investment Advisers’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
-22
Closed -$2.7K – 406
2023
Q2 		$2.7K Hold
22
– – ﹤0.01% 349
2023
Q1 		$2.75K Buy
+22
New +$2.7K ﹤0.01% 369
2022
Q4 		– Sell
-40
Closed -$4K – 333
2022
Q3 		$4K Hold
40
– – ﹤0.01% 329
2022
Q2 		$5K Hold
40
– – ﹤0.01% 336
2022
Q1 		$6K Hold
40
– – ﹤0.01% 337
2021
Q4 		$7K Hold
40
– – ﹤0.01% 276
2021
Q3 		$5K Hold
40
– – ﹤0.01% 341
2021
Q2 		$5K Buy
40
+8
+25% +$935 ﹤0.01% 355
2021
Q1 		$3K Buy
+32
New +$3.26K ﹤0.01% 358

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 $3.38T AUM 44.17% 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

Jackson Grant Investment Advisers's PLD Position: Q3 2023 in Review

Jackson Grant Investment Advisers sold out of Prologis (PLD) in Q3 2023, closing a stake of 22 shares — an estimated $2.7K sold.

Jackson Grant Investment Advisers first reported a position in PLD in Q1 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Jackson Grant Investment Advisers reported no remaining Prologis position as of Q3 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 22 Prologis shares in Q3 2023, an estimated $2.7K.
  • Jackson Grant Investment Advisers first reported a position in Prologis in Q1 2021 and held it in 9 quarters.
  • Jackson Grant Investment Advisers's Prologis position peaked at $7K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2023, filed 13 Oct 2023.