JSF Financial’s Prologis PLD Stock Holding History

JSF 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 Q2	–	Sell	-5,805	Closed	-$724K	–	117
2023 Q1	$724K	Buy	5,805 +234	+4%	+$28.8K	0.27%	51
2022 Q4	$628K	Buy	+5,571	New	+$617K	0.23%	60

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSF Financial's PLD Position: Q2 2023 in Review

JSF Financial sold out of Prologis (PLD) in Q2 2023, closing a stake of 5,805 shares — an estimated $724K sold.

JSF Financial first reported a position in PLD in Q4 2022 and held it in 2 quarters. The position peaked at $724K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

JSF Financial reported no remaining Prologis position as of Q2 2023 after selling out during the quarter.
JSF Financial sold 5,805 Prologis shares in Q2 2023, an estimated $724K.
JSF Financial first reported a position in Prologis in Q4 2022 and held it in 2 quarters.
JSF Financial's Prologis position peaked at $724K in Q1 2023.
1,394 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on JSF Financial's 13F filing for Q2 2023, filed 2 Aug 2023.