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Beech Hill Advisors’s Prudential Financial PRU Stock Holding History

Beech Hill Advisors’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
2021
Q2 		– Sell
-3,000
Closed -$273K – 89
2021
Q1 		$273K Buy
+3,000
New +$257K 0.11% 76
2014
Q1 		– Sell
-12,325
Closed -$1.14M – 141
2013
Q4 		$1.14M Buy
+12,325
New +$1.05M 0.57% 43

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beech Hill Advisors's PRU Position: Q2 2021 in Review

Beech Hill Advisors sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 3,000 shares — an estimated $273K sold.

Beech Hill Advisors first reported a position in PRU in Q4 2013 and held it in 2 quarters. The position peaked at $1.14M in Q4 2013. 1,072 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • Beech Hill Advisors reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
  • Beech Hill Advisors sold 3,000 Prudential Financial shares in Q2 2021, an estimated $273K.
  • Beech Hill Advisors first reported a position in Prudential Financial in Q4 2013 and held it in 2 quarters.
  • Beech Hill Advisors's Prudential Financial position peaked at $1.14M in Q4 2013.
  • 1,072 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Beech Hill Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.