Ironvine Capital Partners’s Prudential Financial PRU Stock Holding History

Ironvine Capital 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
2018 Q3	–	Sell	-2,266	Closed	-$212K	–	67
2018 Q2	$212K	Hold	2,266	–	–	0.05%	69
2018 Q1	$235K	Hold	2,266	–	–	0.06%	81
2017 Q4	$261K	Buy	+2,266	New	+$254K	0.08%	81

Other funds holding PRU

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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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ironvine Capital Partners's PRU Position: Q3 2018 in Review

Ironvine Capital Partners sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 2,266 shares — an estimated $212K sold.

Ironvine Capital Partners first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $261K in Q4 2017. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

Ironvine Capital Partners reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
Ironvine Capital Partners sold 2,266 Prudential Financial shares in Q3 2018, an estimated $212K.
Ironvine Capital Partners first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Ironvine Capital Partners's Prudential Financial position peaked at $261K in Q4 2017.
977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Ironvine Capital Partners's 13F filing for Q3 2018, filed 29 Oct 2018.