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Evercore Wealth Management’s Prudential Financial PRU Stock Holding History

Evercore Wealth 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
2019
Q3 		– Sell
-3,270
Closed -$330K – 416
2019
Q2 		$330K Buy
+3,270
New +$326K 0.01% 326
2018
Q4 		– Sell
-2,085
Closed -$211K – 406
2018
Q3 		$211K Buy
+2,085
New +$206K 0.01% 397
2018
Q1 		– Sell
-2,444
Closed -$281K – 688
2017
Q4 		$281K Sell
2,444
-41
-2% -$4.6K 0.01% 317
2017
Q3 		$264K Buy
2,485
+1,300
+110% +$139K 0.01% 332
2017
Q2 		$128K Sell
1,185
-490
-29% -$52K ﹤0.01% 423
2017
Q1 		$179K Buy
1,675
+469
+39% +$50.6K 0.01% 387
2016
Q4 		$125K Sell
1,206
-475
-28% -$45K 0.01% 453
2016
Q3 		$137K Buy
1,681
+145
+9% +$11.1K 0.01% 437
2016
Q2 		$110K Sell
1,536
-1,345
-47% -$102K ﹤0.01% 445
2016
Q1 		$208K Sell
2,881
-3,331
-54% -$232K 0.01% 350
2015
Q4 		$506K Sell
6,212
-33
-0.5% -$2.73K 0.02% 253
2015
Q3 		$475K Hold
6,245
– – 0.02% 260
2015
Q2 		$546K Buy
6,245
+1,767
+39% +$150K 0.02% 261
2015
Q1 		$358K Buy
4,478
+755
+20% +$61.2K 0.02% 323
2014
Q4 		$337K Buy
3,723
+2,570
+223% +$221K 0.02% 301
2014
Q3 		$101K Buy
1,153
+273
+31% +$24.4K 0.01% 514
2014
Q2 		$78K Buy
880
+2
+0.2% +$168 ﹤0.01% 545
2014
Q1 		$75K Buy
878
+703
+402% +$60.5K ﹤0.01% 528
2013
Q4 		$16K Sell
175
-72
-29% -$6.15K ﹤0.01% 717
2013
Q3 		$20K Buy
+247
New +$19.4K ﹤0.01% 687

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Evercore Wealth Management's PRU Position: Q3 2019 in Review

Evercore Wealth Management sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 3,270 shares — an estimated $330K sold.

Evercore Wealth Management first reported a position in PRU in Q3 2013 and held it in 20 quarters. The position peaked at $546K in Q2 2015. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Evercore Wealth Management reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 3,270 Prudential Financial shares in Q3 2019, an estimated $330K.
  • Evercore Wealth Management first reported a position in Prudential Financial in Q3 2013 and held it in 20 quarters.
  • Evercore Wealth Management's Prudential Financial position peaked at $546K in Q2 2015.
  • 955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.