Kiwi Wealth Investments Limited Partnership’s Prudential Financial PRU Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020 Q4	–	Sell	-21,319	Closed	-$1.35M	–	280
2020 Q3	$1.35M	Buy	+21,319	New	+$1.4M	0.09%	193
2019 Q2	–	Sell	-36,042	Closed	-$3.31M	–	205
2019 Q1	$3.31M	Sell	36,042 -3,033	-8%	-$280K	0.3%	101
2018 Q4	$3.19M	Buy	39,075 +1,186	+3%	+$109K	0.33%	90
2018 Q3	$3.84M	Buy	37,889 +13,339	+54%	+$1.31M	0.36%	80
2018 Q2	$2.3M	Sell	24,550 -15,165	-38%	-$1.53M	0.22%	114
2018 Q1	$4.11M	Buy	39,715 +5,037	+15%	+$568K	0.4%	77
2017 Q4	$3.99M	Buy	+34,678	New	+$3.89M	0.44%	66

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kiwi Wealth Investments Limited Partnership's PRU Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Prudential Financial (PRU) in Q4 2020, closing a stake of 21,319 shares — an estimated $1.35M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PRU in Q4 2017 and held it in 7 quarters. The position peaked at $4.11M in Q1 2018. 1,006 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

Kiwi Wealth Investments Limited Partnership reported no remaining Prudential Financial position as of Q4 2020 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 21,319 Prudential Financial shares in Q4 2020, an estimated $1.35M.
Kiwi Wealth Investments Limited Partnership first reported a position in Prudential Financial in Q4 2017 and held it in 7 quarters.
Kiwi Wealth Investments Limited Partnership's Prudential Financial position peaked at $4.11M in Q1 2018.
1,006 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.