KMG Fiduciary Partners’s Prologis PLD Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-1,799	Closed	-$227K	–	278
2024 Q3	$227K	Hold	1,799	–	–	0.02%	257
2024 Q2	$202K	Hold	1,799	–	–	0.02%	238
2024 Q1	$234K	Sell	1,799 -329	-15%	-$43K	0.02%	222
2023 Q4	$284K	Buy	2,128 +4	+0.2%	+$454	0.03%	208
2023 Q3	$238K	Hold	2,124	–	–	0.03%	212
2023 Q2	$260K	Buy	2,124 +9	+0.4%	+$1.11K	0.03%	209
2023 Q1	$264K	Hold	2,115	–	–	0.04%	208
2022 Q4	$238K	Buy	2,115 +81	+4%	+$8.97K	0.04%	214
2022 Q3	$207K	Buy	2,034 +48	+2%	+$5.95K	0.04%	186
2022 Q2	$234K	Hold	1,986	–	–	0.04%	187
2022 Q1	$321K	Hold	1,986	–	–	0.05%	170
2021 Q4	$334K	Hold	1,986	–	–	0.05%	162
2021 Q3	$249K	Sell	1,986 -300	-13%	-$38.9K	0.04%	181
2021 Q2	$273K	Buy	2,286 +300	+15%	+$35.1K	0.05%	175
2021 Q1	$211K	Buy	+1,986	New	+$202K	0.04%	170

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 $3.38T AUM 44.17% 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

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

AAMU

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KMG Fiduciary Partners's PLD Position: Q4 2024 in Review

KMG Fiduciary Partners sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,799 shares — an estimated $227K sold.

KMG Fiduciary Partners first reported a position in PLD in Q1 2021 and held it in 15 quarters. The position peaked at $334K in Q4 2021. 1,483 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

KMG Fiduciary Partners reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
KMG Fiduciary Partners sold 1,799 Prologis shares in Q4 2024, an estimated $227K.
KMG Fiduciary Partners first reported a position in Prologis in Q1 2021 and held it in 15 quarters.
KMG Fiduciary Partners's Prologis position peaked at $334K in Q4 2021.
1,483 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on KMG Fiduciary Partners's 13F filing for Q4 2024, filed 15 Jan 2025.