My Legacy Advisors’s Prologis PLD Stock Holding History

My Legacy 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
2024 Q4	–	Sell	-3,305	Closed	-$417K	–	202
2024 Q3	$417K	Sell	3,305 -847	-20%	-$105K	0.16%	144
2024 Q2	$466K	Sell	4,152 -75	-2%	-$8.31K	0.15%	150
2024 Q1	$550K	Sell	4,227 -16	-0.4%	-$2.09K	0.18%	147
2023 Q4	$557K	Sell	4,243 -90	-2%	-$10.2K	0.2%	142
2023 Q3	$444K	Sell	4,333 -231	-5%	-$28.3K	0.18%	151
2023 Q2	$579K	Buy	4,564 +5	+0.1%	+$615	0.23%	137
2023 Q1	$564K	Buy	4,559 +410	+10%	+$50.4K	0.24%	137
2022 Q4	$546K	Sell	4,149 -1,637	-28%	-$181K	0.23%	147
2022 Q3	$576K	Sell	5,786 -322	-5%	-$39.9K	0.29%	126
2022 Q2	$744K	Sell	6,108 -140	-2%	-$19.4K	0.37%	96
2022 Q1	$1.01M	Buy	+6,248	New	+$953K	0.47%	62

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