SVB Wealth’s Plymouth Industrial REIT PLYM Stock Holding History

SVB Wealth’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-14,000	Closed	-$319K	–	921
2021 Q3	$319K	Hold	14,000	–	–	﹤0.01%	762
2021 Q2	$280K	Buy	+14,000	New	+$265K	﹤0.01%	778

Other funds holding PLYM

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVB Wealth's PLYM Position: Q4 2021 in Review

SVB Wealth sold out of Plymouth Industrial REIT (PLYM) in Q4 2021, closing a stake of 14,000 shares — an estimated $319K sold.

SVB Wealth first reported a position in PLYM in Q2 2021 and held it in 2 quarters. The position peaked at $319K in Q3 2021. 154 funds tracked by Wall St. Rank hold PLYM as of Q4 2021.

SVB Wealth reported no remaining Plymouth Industrial REIT position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 14,000 Plymouth Industrial REIT shares in Q4 2021, an estimated $319K.
SVB Wealth first reported a position in Plymouth Industrial REIT in Q2 2021 and held it in 2 quarters.
SVB Wealth's Plymouth Industrial REIT position peaked at $319K in Q3 2021.
154 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.