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Lederer & Associates Investment Counsel’s Prudential Financial PRU Stock Holding History

Lederer & Associates Investment Counsel’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
Q1 		– Sell
-20,928
Closed -$1.96M – 94
2019
Q4 		$1.96M Buy
20,928
+138
+0.7% +$12.7K 1.7% 22
2019
Q3 		$1.87M Sell
20,790
-30
-0.1% -$2.72K 1.79% 18
2019
Q2 		$2.1M Sell
20,820
-160
-0.8% -$15.9K 1.93% 17
2019
Q1 		$1.93M Buy
20,980
+6,580
+46% +$607K 1.8% 18
2018
Q4 		$1.17M Sell
14,400
-5,585
-28% -$514K 1.26% 35
2018
Q3 		$2.02M Buy
19,985
+725
+4% +$71.5K 1.71% 17
2018
Q2 		$1.8M Sell
19,260
-505
-3% -$51K 1.62% 25
2018
Q1 		$2.05M Sell
19,765
-275
-1% -$31K 1.85% 17
2017
Q4 		$2.3M Sell
20,040
-45
-0.2% -$5.05K 2.06% 15
2017
Q3 		$2.13M Sell
20,085
-2,405
-11% -$257K 2.04% 15
2017
Q2 		$2.43M Buy
22,490
+1,555
+7% +$165K 2.34% 8
2017
Q1 		$2.23M Sell
20,935
-380
-2% -$41K 2.1% 9
2016
Q4 		$2.22M Buy
+21,315
New +$2.02M 2.2% 8

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lederer & Associates Investment Counsel's PRU Position: Q1 2020 in Review

Lederer & Associates Investment Counsel sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 20,928 shares — an estimated $1.96M sold.

Lederer & Associates Investment Counsel first reported a position in PRU in Q4 2016 and held it in 13 quarters. The position peaked at $2.43M in Q2 2017. 913 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

  • Lederer & Associates Investment Counsel reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 20,928 Prudential Financial shares in Q1 2020, an estimated $1.96M.
  • Lederer & Associates Investment Counsel first reported a position in Prudential Financial in Q4 2016 and held it in 13 quarters.
  • Lederer & Associates Investment Counsel's Prudential Financial position peaked at $2.43M in Q2 2017.
  • 913 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2020, filed 20 Apr 2020.