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Beese Fulmer Investment Management’s Prudential Financial PRU Stock Holding History

Beese Fulmer Investment Management’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
Q3 		– Sell
-608
Closed -$37K – 450
2020
Q2 		$37K Buy
+608
New +$35.7K 0.01% 354

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Beese Fulmer Investment Management's PRU Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 608 shares — an estimated $37K sold.

Beese Fulmer Investment Management first reported a position in PRU in Q2 2020 and held it in 1 quarter. The position peaked at $37K in Q2 2020. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 608 Prudential Financial shares in Q3 2020, an estimated $37K.
  • Beese Fulmer Investment Management first reported a position in Prudential Financial in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Prudential Financial position peaked at $37K in Q2 2020.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.