Berman Capital Advisors’s Prudential Financial PRU Stock Holding History

Berman Capital 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 Q3	$263K	Buy	2,513 +788	+46%	+$81.2K	0.04%	223
2021 Q2	$176K	Buy	1,725 +438	+34%	+$44.7K	0.03%	260
2021 Q1	$116K	Buy	1,287 +506	+65%	+$43.3K	0.02%	273
2020 Q4	$61K	Sell	781 -5	-0.6%	-$361	0.01%	353
2020 Q3	$49K	Buy	786 +27	+4%	+$1.77K	0.01%	348
2020 Q2	$46K	Buy	759 +1	+0.1%	+$59	0.01%	340
2020 Q1	$38K	Buy	758 +385	+103%	+$30.6K	0.01%	351
2019 Q4	$35K	Buy	373 +38	+11%	+$3.49K	0.01%	397
2019 Q3	$30K	Buy	335 +8	+2%	+$725	0.01%	404
2019 Q2	$33K	Sell	327 -19	-5%	-$1.89K	0.01%	395
2019 Q1	$31K	Buy	346 +140	+68%	+$12.9K	0.01%	359
2018 Q4	$16K	Buy	+206	New	+$19K	0.01%	428

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's PRU Position: Q3 2021 in Review

Berman Capital Advisors increased its Prudential Financial (PRU) stake by 46% in Q3 2021, buying an estimated $81.2K and bringing the position to 2,513 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #223.

Berman Capital Advisors first reported a position in PRU in Q4 2018 and has held it in 12 quarters since. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Berman Capital Advisors held 2,513 shares of Prudential Financial worth $263K as of Q3 2021.
Berman Capital Advisors bought 788 Prudential Financial shares in Q3 2021, an estimated $81.2K.
Prudential Financial made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #223 holding.
Berman Capital Advisors first reported a position in Prudential Financial in Q4 2018 and has held it in 12 quarters since.
1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.