Hobart Private Capital’s Prudential Financial PRU Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-2,769	Closed	-$226K	–	166
2018 Q4	$226K	Buy	+2,769	New	+$255K	0.19%	130

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hobart Private Capital's PRU Position: Q1 2019 in Review

Hobart Private Capital sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 2,769 shares — an estimated $226K sold.

Hobart Private Capital first reported a position in PRU in Q4 2018 and held it in 1 quarter. The position peaked at $226K in Q4 2018. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

Hobart Private Capital reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
Hobart Private Capital sold 2,769 Prudential Financial shares in Q1 2019, an estimated $226K.
Hobart Private Capital first reported a position in Prudential Financial in Q4 2018 and held it in 1 quarter.
Hobart Private Capital's Prudential Financial position peaked at $226K in Q4 2018.
1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on Hobart Private Capital's 13F filing for Q1 2019, filed 11 Mar 2024.