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Swisher Financial Concepts’s Prologis PLD Stock Holding History

Swisher Financial Concepts’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 		– Sell
-5,644
Closed -$639K – 91
2024
Q2 		$639K Buy
5,644
+148
+3% +$16.4K 0.65% 26
2024
Q1 		$662K Buy
5,496
+410
+8% +$53.6K 0.58% 27
2023
Q4 		$658K Buy
+5,086
New +$577K 0.63% 28

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Swisher Financial Concepts's PLD Position: Q3 2024 in Review

Swisher Financial Concepts sold out of Prologis (PLD) in Q3 2024, closing a stake of 5,644 shares — an estimated $639K sold.

Swisher Financial Concepts first reported a position in PLD in Q4 2023 and held it in 3 quarters. The position peaked at $662K in Q1 2024. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • Swisher Financial Concepts reported no remaining Prologis position as of Q3 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 5,644 Prologis shares in Q3 2024, an estimated $639K.
  • Swisher Financial Concepts first reported a position in Prologis in Q4 2023 and held it in 3 quarters.
  • Swisher Financial Concepts's Prologis position peaked at $662K in Q1 2024.
  • 1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Swisher Financial Concepts's 13F filing for Q3 2024, filed 5 Nov 2024.