BMT Investment Advisors’s Prudential Financial PRU Stock Holding History

BMT Investment 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
2020 Q1	$1.56M	Hold	29,932	–	–	0.98%	53
2019 Q4	$2.81M	Buy	29,932 +2,982	+11%	+$274K	1.29%	30
2019 Q3	$2.42M	Buy	26,950 +1,200	+5%	+$109K	1.24%	35
2019 Q2	$2.6M	Hold	25,750	–	–	1.36%	24
2019 Q1	$2.37M	Buy	25,750 +1,511	+6%	+$139K	1.29%	31
2018 Q4	$1.98M	Buy	24,239 +704	+3%	+$64.8K	1.25%	34
2018 Q3	$2.38M	Buy	23,535 +2,178	+10%	+$215K	1.37%	25
2018 Q2	$2M	Buy	21,357 +246	+1%	+$24.9K	1.27%	37
2018 Q1	$2.19M	Buy	21,111 +5,047	+31%	+$569K	1.47%	14
2017 Q4	$1.85M	Buy	+16,064	New	+$1.8M	1.34%	22

Other funds holding PRU

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BMT Investment Advisors's PRU Position: Q1 2020 in Review

BMT Investment Advisors held its Prudential Financial (PRU) position steady in Q1 2020 at 29,932 shares worth $1.56M. The position accounts for 0.98% of the portfolio, ranked #53.

BMT Investment Advisors first reported a position in PRU in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.81M in Q4 2019. 913 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

BMT Investment Advisors held 29,932 shares of Prudential Financial worth $1.56M as of Q1 2020.
BMT Investment Advisors left its Prudential Financial share count unchanged in Q1 2020.
Prudential Financial made up 0.98% of BMT Investment Advisors's portfolio in Q1 2020, its #53 holding.
BMT Investment Advisors first reported a position in Prudential Financial in Q4 2017 and has held it in 10 quarters since.
BMT Investment Advisors's Prudential Financial position peaked at $2.81M in Q4 2019.
913 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.