Karp Capital Management’s Prudential Financial PRU Stock Holding History

Karp Capital Management’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	-23	Closed	-$2K	–	304
2018 Q4	$2K	Buy	+23	New	+$2.12K	﹤0.01%	346
2015 Q4	–	Sell	-540	Closed	-$41K	–	240
2015 Q3	$41K	Buy	540 +170	+46%	+$14.3K	0.03%	183
2015 Q2	$32K	Buy	+370	New	+$31.4K	0.02%	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

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

Karp Capital Management's PRU Position: Q1 2019 in Review

Karp Capital Management sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 23 shares — an estimated $2K sold.

Karp Capital Management first reported a position in PRU in Q2 2015 and held it in 3 quarters. The position peaked at $41K in Q3 2015. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

Karp Capital Management reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 23 Prudential Financial shares in Q1 2019, an estimated $2K.
Karp Capital Management first reported a position in Prudential Financial in Q2 2015 and held it in 3 quarters.
Karp Capital Management's Prudential Financial position peaked at $41K in Q3 2015.
1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.