Lenox Wealth Advisors’s Prologis PLD Stock Holding History

Lenox Wealth Advisors’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 Q1	$166K	Buy	987 +6	+0.6%	+$916	0.02%	123
2021 Q4	$165K	Sell	981 -62	-6%	-$9.25K	0.02%	128
2021 Q3	$131K	Buy	1,043 +9	+0.9%	+$1.17K	0.02%	139
2021 Q2	$124K	Sell	1,034 -50	-5%	-$5.84K	0.02%	144
2021 Q1	$115K	Sell	1,084 -45	-4%	-$4.59K	0.02%	120
2020 Q4	$113K	Sell	1,129 -50	-4%	-$5.05K	0.02%	114
2020 Q3	$119K	Hold	1,179	–	–	0.02%	105
2020 Q2	$110K	Sell	1,179 -135	-10%	-$12K	0.02%	98
2020 Q1	$106K	Buy	1,314 +1,074	+448%	+$93.8K	0.02%	91
2019 Q4	$21K	Hold	240	–	–	﹤0.01%	332
2019 Q3	$20K	Buy	+240	New	+$19.9K	﹤0.01%	302

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAMU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's PLD Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Prologis (PLD) stake by 0.61% in Q1 2022, buying an estimated $916 and bringing the position to 987 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #123.

Lenox Wealth Advisors first reported a position in PLD in Q3 2019 and has held it in 11 quarters since. 1,251 funds tracked by Wall St. Rank hold PLD as of Q1 2022.

Lenox Wealth Advisors held 987 shares of Prologis worth $166K as of Q1 2022.
Lenox Wealth Advisors bought 6 Prologis shares in Q1 2022, an estimated $916.
Prologis made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #123 holding.
Lenox Wealth Advisors first reported a position in Prologis in Q3 2019 and has held it in 11 quarters since.
1,251 funds tracked by Wall St. Rank held Prologis as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.