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Choate Investment Advisors’s Prudential Financial PRU Stock Holding History

Choate 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 		– Sell
-2,746
Closed -$257K – 243
2019
Q4 		$257K Hold
2,746
– – 0.02% 207
2019
Q3 		$247K Hold
2,746
– – 0.02% 209
2019
Q2 		$277K Hold
2,746
– – 0.02% 200
2019
Q1 		$252K Sell
2,746
-65
-2% -$5.99K 0.01% 212
2018
Q4 		$229K Sell
2,811
-400
-12% -$36.8K 0.01% 206
2018
Q3 		$325K Buy
3,211
+400
+14% +$39.4K 0.02% 164
2018
Q2 		$263K Sell
2,811
-400
-12% -$40.4K 0.02% 202
2018
Q1 		$332K Sell
3,211
-14
-0.4% -$1.58K 0.02% 194
2017
Q4 		$371K Sell
3,225
-100
-3% -$11.2K 0.02% 194
2017
Q3 		$354K Buy
3,325
+14
+0.4% +$1.5K 0.02% 199
2017
Q2 		$358K Sell
3,311
-215
-6% -$22.8K 0.02% 189
2017
Q1 		$376K Hold
3,526
– – 0.02% 188
2016
Q4 		$367K Sell
3,526
-455
-11% -$43.1K 0.02% 182
2016
Q3 		$325K Buy
3,981
+400
+11% +$30.7K 0.02% 187
2016
Q2 		$255K Buy
3,581
+416
+13% +$31.4K 0.02% 202
2016
Q1 		$229K Buy
+3,165
New +$221K 0.02% 228
2015
Q3 		– Sell
-2,565
Closed -$224K – 262
2015
Q2 		$224K Buy
+2,565
New +$218K 0.01% 230

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Choate Investment Advisors sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 2,746 shares — an estimated $257K sold.

Choate Investment Advisors first reported a position in PRU in Q2 2015 and held it in 17 quarters. The position peaked at $376K in Q1 2017. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

  • Choate Investment Advisors reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 2,746 Prudential Financial shares in Q1 2020, an estimated $257K.
  • Choate Investment Advisors first reported a position in Prudential Financial in Q2 2015 and held it in 17 quarters.
  • Choate Investment Advisors's Prudential Financial position peaked at $376K in Q1 2017.
  • 912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Choate Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.