Kavar Capital Partners Group’s Prudential Financial PRU Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-957	Closed	-$97K	–	372
2019 Q2	$97K	Buy	+957	New	+$95.4K	0.04%	169
2018 Q3	–	Sell	-57	Closed	-$5K	–	310
2018 Q2	$5K	Hold	57	–	–	﹤0.01%	370
2018 Q1	$6K	Buy	+57	New	+$6.42K	﹤0.01%	362
2016 Q1	–	Sell	-71	Closed	-$5K	–	315
2015 Q4	$5K	Buy	71 +14	+25%	+$1.16K	﹤0.01%	304
2015 Q3	$4K	Hold	57	–	–	﹤0.01%	326
2015 Q2	$4K	Buy	+57	New	+$4.84K	﹤0.01%	347

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

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

Norges Bank Oslo, Norway $935B AUM

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Kavar Capital Partners Group's PRU Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 957 shares — an estimated $97K sold.

Kavar Capital Partners Group first reported a position in PRU in Q2 2015 and held it in 6 quarters. The position peaked at $97K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

Kavar Capital Partners Group reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 957 Prudential Financial shares in Q3 2019, an estimated $97K.
Kavar Capital Partners Group first reported a position in Prudential Financial in Q2 2015 and held it in 6 quarters.
Kavar Capital Partners Group's Prudential Financial position peaked at $97K in Q2 2019.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.