Lenox Wealth Management’s Prologis PLD Stock Holding History

Lenox Wealth Management’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
2020 Q2	$373K	Buy	4,006 +181	+5%	+$16.1K	0.11%	105
2020 Q1	$307K	Sell	3,825 -97	-2%	-$8.47K	0.11%	102
2019 Q4	$350K	Sell	3,922 -115	-3%	-$10.2K	0.1%	113
2019 Q3	$344K	Sell	4,037 -173	-4%	-$14.3K	0.1%	103
2019 Q2	$337K	Sell	4,210 -252	-6%	-$19.2K	0.1%	98
2019 Q1	$321K	Sell	4,462 -18,241	-80%	-$1.24M	0.1%	101
2018 Q4	$539K	Buy	22,703 +22,377	+6,864%	+$1.45M	0.18%	85
2018 Q3	$4K	Buy	+326	New	+$21.4K	﹤0.01%	531

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

AAMU

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's PLD Position: Q2 2020 in Review

Lenox Wealth Management increased its Prologis (PLD) stake by 4.7% in Q2 2020, buying an estimated $16.1K and bringing the position to 4,006 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #105.

Lenox Wealth Management first reported a position in PLD in Q3 2018 and has held it in 8 quarters since. The position peaked at $539K in Q4 2018. 898 funds tracked by Wall St. Rank hold PLD as of Q2 2020.

Lenox Wealth Management held 4,006 shares of Prologis worth $373K as of Q2 2020.
Lenox Wealth Management bought 181 Prologis shares in Q2 2020, an estimated $16.1K.
Prologis made up 0.11% of Lenox Wealth Management's portfolio in Q2 2020, its #105 holding.
Lenox Wealth Management first reported a position in Prologis in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Prologis position peaked at $539K in Q4 2018.
898 funds tracked by Wall St. Rank held Prologis as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.