WG
PLYM

Winton Group’s Plymouth Industrial REIT PLYM Stock Holding History

Winton Group’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
-22,607
Closed -$514K – 1304
2021
Q3 		$514K Buy
22,607
+793
+4% +$17.8K 0.03% 846
2021
Q2 		$437K Buy
21,814
+3,332
+18% +$63K 0.02% 989
2021
Q1 		$311K Buy
18,482
+6,018
+48% +$94K 0.02% 1129
2020
Q4 		$187K Sell
12,464
-36,421
-75% -$487K 0.01% 1202
2020
Q3 		$603K Sell
48,885
-14,176
-22% -$185K 0.02% 1036
2020
Q2 		$807K Buy
63,061
+11,283
+22% +$150K 0.02% 1054
2020
Q1 		$578K Buy
51,778
+31,463
+155% +$540K 0.02% 990
2019
Q4 		$374K Buy
+20,315
New +$374K 0.01% 1321

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winton Group's PLYM Position: Q4 2021 in Review

Winton Group sold out of Plymouth Industrial REIT (PLYM) in Q4 2021, closing a stake of 22,607 shares — an estimated $514K sold.

Winton Group first reported a position in PLYM in Q4 2019 and held it in 8 quarters. The position peaked at $807K in Q2 2020. 155 funds tracked by Wall St. Rank hold PLYM as of Q4 2021.

  • Winton Group reported no remaining Plymouth Industrial REIT position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 22,607 Plymouth Industrial REIT shares in Q4 2021, an estimated $514K.
  • Winton Group first reported a position in Plymouth Industrial REIT in Q4 2019 and held it in 8 quarters.
  • Winton Group's Plymouth Industrial REIT position peaked at $807K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.