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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lockerman Financial Group's PLD Position: Q4 2024 in Review

Lockerman Financial Group sold out of Prologis (PLD) in Q4 2024, closing a stake of 4,204 shares — an estimated $531K sold.

Lockerman Financial Group first reported a position in PLD in Q4 2021 and held it in 12 quarters. The position peaked at $721K in Q4 2021. 1,483 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

Lockerman Financial Group reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
Lockerman Financial Group sold 4,204 Prologis shares in Q4 2024, an estimated $531K.
Lockerman Financial Group first reported a position in Prologis in Q4 2021 and held it in 12 quarters.
Lockerman Financial Group's Prologis position peaked at $721K in Q4 2021.
1,483 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Lockerman Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.