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Lee Financial’s Prologis PLD Stock Holding History

Lee 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
2024
Q1 		– Sell
-22
Closed -$2.93K – 638
2023
Q4 		$2.93K Buy
+22
New +$2.5K ﹤0.01% 664
2023
Q2 		– Sell
-81
Closed -$10.1K – 820
2023
Q1 		$10.1K Buy
81
+27
+50% +$3.32K ﹤0.01% 414
2022
Q4 		$6.09K Hold
54
– – ﹤0.01% 523
2022
Q3 		$5K Buy
54
+46
+575% +$5.71K ﹤0.01% 547
2022
Q2 		$1K Buy
+8
New +$1.11K ﹤0.01% 810
2022
Q1 		– Sell
-184
Closed -$31K – 913
2021
Q4 		$31K Buy
+184
New +$27.5K 0.01% 309
2019
Q1 		– Sell
-119
Closed -$7K – 541
2018
Q4 		$7K Hold
119
– – ﹤0.01% 336
2018
Q3 		$8K Sell
119
-351
-75% -$23.1K ﹤0.01% 366
2018
Q2 		$31K Sell
470
-2
-0.4% -$129 0.01% 297
2018
Q1 		$29K Buy
472
+353
+297% +$21.9K 0.01% 309
2017
Q4 		$8K Buy
+119
New +$7.77K ﹤0.01% 382

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
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

Lee Financial's PLD Position: Q1 2024 in Review

Lee Financial sold out of Prologis (PLD) in Q1 2024, closing a stake of 22 shares — an estimated $2.93K sold.

Lee Financial first reported a position in PLD in Q4 2017 and held it in 11 quarters. The position peaked at $31K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Lee Financial reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 22 Prologis shares in Q1 2024, an estimated $2.93K.
  • Lee Financial first reported a position in Prologis in Q4 2017 and held it in 11 quarters.
  • Lee Financial's Prologis position peaked at $31K in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.