Litman Gregory Wealth Management’s Prologis PLD Stock Holding History

Litman Gregory 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 Q1	–	Sell	-56	Closed	-$5K	–	198
2019 Q4	$5K	Buy	+56	New	+$4.96K	﹤0.01%	171

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Litman Gregory Wealth Management's PLD Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Prologis (PLD) in Q1 2020, closing a stake of 56 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in PLD in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 869 funds tracked by Wall St. Rank hold PLD as of Q1 2020.

Litman Gregory Wealth Management reported no remaining Prologis position as of Q1 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 56 Prologis shares in Q1 2020, an estimated $5K.
Litman Gregory Wealth Management first reported a position in Prologis in Q4 2019 and held it in 1 quarter.
Litman Gregory Wealth Management's Prologis position peaked at $5K in Q4 2019.
869 funds tracked by Wall St. Rank held Prologis as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.