Legacy Capital Partners’s Prudential Financial PRU Stock Holding History

Legacy Capital Partners’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
2022 Q1	$1.82M	Buy	15,425 +1,240	+9%	+$141K	0.6%	52
2021 Q4	$1.54M	Buy	14,185 +3,290	+30%	+$357K	0.5%	57
2021 Q3	$1.15M	Buy	+10,895	New	+$1.12M	0.41%	64
2020 Q1	–	Sell	-3,100	Closed	-$291K	–	149
2019 Q4	$291K	Hold	3,100	–	–	0.12%	120
2019 Q3	$279K	Hold	3,100	–	–	0.12%	120
2019 Q2	$313K	Hold	3,100	–	–	0.14%	107
2019 Q1	$285K	Hold	3,100	–	–	0.13%	117
2018 Q4	$253K	Hold	3,100	–	–	0.13%	114
2018 Q3	$314K	Hold	3,100	–	–	0.14%	104
2018 Q2	$290K	Hold	3,100	–	–	0.14%	107
2018 Q1	$321K	Buy	+3,100	New	+$349K	0.16%	100

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Legacy Capital Partners's PRU Position: Q1 2022 in Review

Legacy Capital Partners increased its Prudential Financial (PRU) stake by 8.7% in Q1 2022, buying an estimated $141K and bringing the position to 15,425 shares worth $1.82M. The position accounts for 0.6% of the portfolio, ranked #52.

Legacy Capital Partners first reported a position in PRU in Q1 2018 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

Legacy Capital Partners held 15,425 shares of Prudential Financial worth $1.82M as of Q1 2022.
Legacy Capital Partners bought 1,240 Prudential Financial shares in Q1 2022, an estimated $141K.
Prudential Financial made up 0.6% of Legacy Capital Partners's portfolio in Q1 2022, its #52 holding.
Legacy Capital Partners first reported a position in Prudential Financial in Q1 2018 and has held it in 11 quarters since.
1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.