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	–	823
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Fidelity Investments

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