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Almanack Investment Partners’s Prudential Financial PRU Stock Holding History

Almanack Investment Partners’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-26,940
Closed -$496K – 445
2020
Q3 		$496K Buy
+26,940
New +$1.77M 0.06% 210
2020
Q2 		– Sell
-26,610
Closed -$358K – 281
2020
Q1 		$358K Buy
+26,610
New +$2.11M 0.08% 162

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KBC Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
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Almanack Investment Partners's PRU Position: Q4 2020 in Review

Almanack Investment Partners sold out of Prudential Financial (PRU) in Q4 2020, closing a stake of 26,940 shares — an estimated $496K sold.

Almanack Investment Partners first reported a position in PRU in Q1 2020 and held it in 2 quarters. The position peaked at $496K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

  • Almanack Investment Partners reported no remaining Prudential Financial position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 26,940 Prudential Financial shares in Q4 2020, an estimated $496K.
  • Almanack Investment Partners first reported a position in Prudential Financial in Q1 2020 and held it in 2 quarters.
  • Almanack Investment Partners's Prudential Financial position peaked at $496K in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.