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Steward Financial Group’s Prologis PLD Stock Holding History

Steward 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
2023
Q3 		$6K Buy
+60
New +$7.34K ﹤0.01% 559
2023
Q2 		– Sell
-95
Closed -$11K – 853
2023
Q1 		$11K Hold
95
– – ﹤0.01% 184
2022
Q4 		$10K Buy
+95
New +$10.5K 0.01% 152
2022
Q3 		– Sell
-85
Closed -$10K – 987
2022
Q2 		$10K Sell
85
-8
-9% -$1.11K 0.01% 244
2022
Q1 		$15K Buy
+93
New +$14.2K 0.01% 180

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steward Financial Group's PLD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Prologis (PLD) in Q3 2023: 60 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PLD as recently as Q1 2023.

Steward Financial Group first reported a position in PLD in Q1 2022 and has held it in 5 quarters since. The position peaked at $15K in Q1 2022. 1,380 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Steward Financial Group held 60 shares of Prologis worth $6K as of Q3 2023.
  • Prologis was a new Steward Financial Group position in Q3 2023.
  • Prologis made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #559 holding.
  • Steward Financial Group first reported a position in Prologis in Q1 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Prologis position peaked at $15K in Q1 2022.
  • 1,380 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.