Great Diamond Partners’s Prudential Financial PRU Stock Holding History

Great Diamond Partners’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	-159	Closed	-$14K	–	476
2019 Q4	$14K	Buy	+159	New	+$14.6K	0.01%	526

Other funds holding PRU

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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

Great Diamond Partners's PRU Position: Q1 2020 in Review

Great Diamond Partners sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 159 shares — an estimated $14K sold.

Great Diamond Partners first reported a position in PRU in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Great Diamond Partners reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 159 Prudential Financial shares in Q1 2020, an estimated $14K.
Great Diamond Partners first reported a position in Prudential Financial in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Prudential Financial position peaked at $14K in Q4 2019.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.