Kaizen Advisory’s Prudential Financial PRU Stock Holding History

Kaizen Advisory’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 Q4	$94K	Buy	1,147 +138	+14%	+$12.7K	0.07%	229
2018 Q3	$102K	Hold	1,009	–	–	0.05%	228
2018 Q2	$94K	Buy	1,009 +598	+145%	+$60.4K	0.05%	235
2018 Q1	$43K	Hold	411	–	–	0.04%	217
2017 Q4	$47K	Buy	+411	New	+$46.1K	0.03%	205

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

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

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

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

Kaizen Advisory's PRU Position: Q4 2018 in Review

Kaizen Advisory increased its Prudential Financial (PRU) stake by 14% in Q4 2018, buying an estimated $12.7K and bringing the position to 1,147 shares worth $94K. The position accounts for 0.07% of the portfolio, ranked #229.

Kaizen Advisory first reported a position in PRU in Q4 2017 and has held it in 5 quarters since. The position peaked at $102K in Q3 2018. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

Kaizen Advisory held 1,147 shares of Prudential Financial worth $94K as of Q4 2018.
Kaizen Advisory bought 138 Prudential Financial shares in Q4 2018, an estimated $12.7K.
Prudential Financial made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #229 holding.
Kaizen Advisory first reported a position in Prudential Financial in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Prudential Financial position peaked at $102K in Q3 2018.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.