Jackson Wealth Management’s Prologis PLD Stock Holding History

Jackson Wealth Management’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
2022 Q4	–	Sell	-4,062	Closed	-$413K	–	93
2022 Q3	$413K	Buy	+4,062	New	+$504K	0.08%	90
2022 Q2	–	Sell	-4,886	Closed	-$789K	–	111
2022 Q1	$789K	Sell	4,886 -10,666	-69%	-$1.63M	0.11%	92
2021 Q4	$2.62M	Buy	+15,552	New	+$2.32M	0.33%	77

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's PLD Position: Q4 2022 in Review

Jackson Wealth Management sold out of Prologis (PLD) in Q4 2022, closing a stake of 4,062 shares — an estimated $413K sold.

Jackson Wealth Management first reported a position in PLD in Q4 2021 and held it in 3 quarters. The position peaked at $2.62M in Q4 2021. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

Jackson Wealth Management reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
Jackson Wealth Management sold 4,062 Prologis shares in Q4 2022, an estimated $413K.
Jackson Wealth Management first reported a position in Prologis in Q4 2021 and held it in 3 quarters.
Jackson Wealth Management's Prologis position peaked at $2.62M in Q4 2021.
1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.