Surevest’s Prologis PLD Stock Holding History

Surevest’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
2022 Q3	$2K	Sell	18 -517	-97%	-$64.1K	﹤0.01%	403
2022 Q2	$63K	Buy	+535	New	+$74K	0.02%	190

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Surevest's PLD Position: Q3 2022 in Review

Surevest reduced its Prologis (PLD) stake by 97% in Q3 2022, selling an estimated $64.1K and leaving 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Surevest first reported a position in PLD in Q2 2022 and has held it in 2 quarters since. The position peaked at $63K in Q2 2022. 1,185 funds tracked by Wall St. Rank hold PLD as of Q3 2022.

Surevest held 18 shares of Prologis worth $2K as of Q3 2022.
Surevest sold 517 Prologis shares in Q3 2022, an estimated $64.1K.
Prologis made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #403 holding.
Surevest first reported a position in Prologis in Q2 2022 and has held it in 2 quarters since.
Surevest's Prologis position peaked at $63K in Q2 2022.
1,185 funds tracked by Wall St. Rank held Prologis as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.