VHAM
PLYM

Van Hulzen Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History

Van Hulzen Asset Management’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
Q3 		– Sell
-17,050
Closed -$341K – 291
2021
Q2 		$341K Hold
17,050
– – 0.05% 192
2021
Q1 		$287K Buy
+17,050
New +$266K 0.05% 202

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Van Hulzen Asset Management's PLYM Position: Q3 2021 in Review

Van Hulzen Asset Management sold out of Plymouth Industrial REIT (PLYM) in Q3 2021, closing a stake of 17,050 shares — an estimated $341K sold.

Van Hulzen Asset Management first reported a position in PLYM in Q1 2021 and held it in 2 quarters. The position peaked at $341K in Q2 2021. 136 funds tracked by Wall St. Rank hold PLYM as of Q3 2021.

  • Van Hulzen Asset Management reported no remaining Plymouth Industrial REIT position as of Q3 2021 after selling out during the quarter.
  • Van Hulzen Asset Management sold 17,050 Plymouth Industrial REIT shares in Q3 2021, an estimated $341K.
  • Van Hulzen Asset Management first reported a position in Plymouth Industrial REIT in Q1 2021 and held it in 2 quarters.
  • Van Hulzen Asset Management's Plymouth Industrial REIT position peaked at $341K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2021.

Based on Van Hulzen Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.