Peterson Financial Group’s Prologis PLD Stock Holding History

Peterson 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 Q3	$21.2K	Buy	+168	New	+$20.8K	0.08%	147
2023 Q1	–	Sell	-9,208	Closed	-$1.04M	–	62
2022 Q4	$1.04M	Sell	9,208 -5,033	-35%	-$558K	1.37%	31
2022 Q3	$1.45M	Buy	14,241 +615	+5%	+$76.3K	1.41%	29
2022 Q2	$1.6M	Buy	13,626 +876	+7%	+$121K	1.51%	32
2022 Q1	$2.06M	Buy	12,750 +440	+4%	+$67.1K	1.71%	16
2021 Q4	$2.07M	Buy	+12,310	New	+$1.84M	1.69%	18

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Peterson Financial Group's PLD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Prologis (PLD) in Q3 2024: 168 shares worth $21.2K. The stake represents 0.08% of the portfolio and ranks #147 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PLD as recently as Q4 2022.

Peterson Financial Group first reported a position in PLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

Peterson Financial Group held 168 shares of Prologis worth $21.2K as of Q3 2024.
Prologis was a new Peterson Financial Group position in Q3 2024.
Prologis made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #147 holding.
Peterson Financial Group first reported a position in Prologis in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Prologis position peaked at $2.07M in Q4 2021.
1,499 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.