Lenox Wealth Management’s PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 PJH Stock Holding History

Lenox Wealth Management’s Portfolio PJH Stock Details PJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12K	Hold	500	–	–	﹤0.01%	415
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	372
2019 Q4	$13K	Hold	500	–	–	﹤0.01%	410
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	428
2019 Q2	$12K	Hold	500	–	–	﹤0.01%	415
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	416
2018 Q4	$12K	Hold	500	–	–	﹤0.01%	364
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	380
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	342
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	348
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	362
2017 Q3	$12K	Hold	500	–	–	﹤0.01%	374
2017 Q2	$13K	Buy	+500	New	+$13K	0.01%	351

Other funds holding PJH

RCA

Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return

Lenox Wealth Management's PJH Position: Q2 2020 in Review

Lenox Wealth Management held its PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 (PJH) position steady in Q2 2020 at 500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Lenox Wealth Management first reported a position in PJH in Q2 2017 and has held it in 13 quarters since. The position peaked at $13K in Q4 2019. 2 funds tracked by Wall St. Rank hold PJH as of Q2 2020.

Lenox Wealth Management held 500 shares of PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 worth $12K as of Q2 2020.
Lenox Wealth Management left its PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 share count unchanged in Q2 2020.
PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #415 holding.
Lenox Wealth Management first reported a position in PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 position peaked at $13K in Q4 2019.
2 funds tracked by Wall St. Rank held PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.