Homrich & Berg’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$216K Sell
2,053
-66
-3% -$6.8K ﹤0.01% 431
2021
Q2
$217K Buy
+2,119
New +$216K 0.01% 441
2015
Q1
Sell
-2,220
Closed -$201K 255
2014
Q4
$201K Buy
+2,220
New +$191K 0.02% 227

Other funds holding PRU

Homrich & Berg's PRU Position: Q3 2021 in Review

Homrich & Berg reduced its Prudential Financial (PRU) stake by 3.1% in Q3 2021, selling an estimated $6.8K and leaving 2,053 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Homrich & Berg first reported a position in PRU in Q4 2014 and has held it in 3 quarters since. The position peaked at $217K in Q2 2021. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

  • Homrich & Berg held 2,053 shares of Prudential Financial worth $216K as of Q3 2021.
  • Homrich & Berg sold 66 Prudential Financial shares in Q3 2021, an estimated $6.8K.
  • Prudential Financial made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #431 holding.
  • Homrich & Berg first reported a position in Prudential Financial in Q4 2014 and has held it in 3 quarters since.
  • Homrich & Berg's Prudential Financial position peaked at $217K in Q2 2021.
  • 1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.