Lockerman Financial Group’s Prologis PLD Stock Holding History

Lockerman Financial Group’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 Q4	–	Sell	-4,204	Closed	-$531K	–	110
2024 Q3	$531K	Sell	4,204 -81	-2%	-$10.1K	0.9%	33
2024 Q2	$481K	Sell	4,285 -107	-2%	-$11.9K	0.87%	32
2024 Q1	$572K	Sell	4,392 -10	-0.2%	-$1.31K	1.09%	28
2023 Q4	$587K	Buy	4,402 +87	+2%	+$9.88K	1.36%	20
2023 Q3	$484K	Sell	4,315 -7	-0.2%	-$856	1.3%	20
2023 Q2	$530K	Buy	4,322 +198	+5%	+$24.4K	1.47%	17
2023 Q1	$515K	Buy	4,124 +29	+0.7%	+$3.56K	1.42%	18
2022 Q4	$462K	Buy	4,095 +78	+2%	+$8.64K	1.35%	23
2022 Q3	$408K	Sell	4,017 -64	-2%	-$7.94K	1.17%	23
2022 Q2	$481K	Sell	4,081 -121	-3%	-$16.7K	1.54%	16
2022 Q1	$678K	Sell	4,202 -78	-2%	-$11.9K	1.83%	11
2021 Q4	$721K	Buy	+4,280	New	+$639K	1.89%	11

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

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

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return