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Sweet Financial Partners’s Prologis PLD Stock Holding History

Sweet Financial Partners’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 		$588K Hold
4,655
– – 0.13% 119
2024
Q2 		$523K Buy
4,655
+500
+12% +$55.4K 0.12% 118
2024
Q1 		$541K Hold
4,155
– – 0.12% 122
2023
Q4 		$554K Buy
4,155
+500
+14% +$56.8K 0.13% 109
2023
Q3 		$410K Buy
3,655
+525
+17% +$64.2K 0.11% 120
2023
Q2 		$384K Hold
3,130
– – 0.1% 124
2023
Q1 		$391K Hold
3,130
– – 0.11% 116
2022
Q4 		$353K Buy
3,130
+630
+25% +$69.8K 0.1% 121
2022
Q3 		$254K Buy
+2,500
New +$310K 0.08% 144

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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

Sweet Financial Partners's PLD Position: Q3 2024 in Review

Sweet Financial Partners held its Prologis (PLD) position steady in Q3 2024 at 4,655 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #119.

Sweet Financial Partners first reported a position in PLD in Q3 2022 and has held it in 9 quarters since. 1,503 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • Sweet Financial Partners held 4,655 shares of Prologis worth $588K as of Q3 2024.
  • Sweet Financial Partners left its Prologis share count unchanged in Q3 2024.
  • Prologis made up 0.13% of Sweet Financial Partners's portfolio in Q3 2024, its #119 holding.
  • Sweet Financial Partners first reported a position in Prologis in Q3 2022 and has held it in 9 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.