PFS Investments’s Prologis PLD Stock Holding History

PFS Investments’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
2023 Q2	$246K	Buy	2,006 +167	+9%	+$20.5K	﹤0.01%	469
2023 Q1	$226K	Buy	+1,839	New	+$226K	﹤0.01%	472
2022 Q1	–	Sell	-14,394	Closed	-$2.42M	–	435
2021 Q4	$2.42M	Buy	14,394 +1,255	+10%	+$187K	0.05%	258
2021 Q3	$1.95M	Sell	13,139 -1,802	-12%	-$234K	0.04%	267
2021 Q2	$1.87M	Sell	14,941 -5,427	-27%	-$634K	0.04%	258
2021 Q1	$2.16M	Buy	20,368 +3,937	+24%	+$401K	0.06%	227
2020 Q4	$1.55M	Buy	16,431 +3,239	+25%	+$327K	0.04%	238
2020 Q3	$1.33M	Buy	13,192 +3,079	+30%	+$308K	0.04%	224
2020 Q2	$944K	Buy	10,113 +3,159	+45%	+$282K	0.03%	213
2020 Q1	$559K	Buy	+6,954	New	+$608K	0.02%	215

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 $3.38T AUM 44.17% 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

AAMU

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PFS Investments's PLD Position: Q2 2023 in Review

PFS Investments increased its Prologis (PLD) stake by 9.1% in Q2 2023, buying an estimated $20.5K and bringing the position to 2,006 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

PFS Investments first reported a position in PLD in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

PFS Investments held 2,006 shares of Prologis worth $246K as of Q2 2023.
PFS Investments bought 167 Prologis shares in Q2 2023, an estimated $20.5K.
Prologis made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #469 holding.
PFS Investments first reported a position in Prologis in Q1 2020 and has held it in 10 quarters since.
PFS Investments's Prologis position peaked at $2.42M in Q4 2021.
1,394 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.