Lenox Wealth Management’s Prudential Financial PRU Stock Holding History

Lenox Wealth Management’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 Q2	$21K	Hold	359	–	–	0.01%	344
2020 Q1	$18K	Sell	359 -23	-6%	-$1.83K	0.01%	335
2019 Q4	$36K	Buy	382 +37	+11%	+$3.4K	0.01%	298
2019 Q3	$31K	Hold	345	–	–	0.01%	308
2019 Q2	$34K	Hold	345	–	–	0.01%	284
2019 Q1	$32K	Hold	345	–	–	0.01%	278
2018 Q4	$28K	Buy	345 +23	+7%	+$2.12K	0.01%	254
2018 Q3	$33K	Hold	322	–	–	0.01%	261
2018 Q2	$30K	Sell	322 -10	-3%	-$1.01K	0.01%	249
2018 Q1	$34K	Sell	332 -142	-30%	-$16K	0.01%	245
2017 Q4	$55K	Sell	474 -120	-20%	-$13.5K	0.02%	198
2017 Q3	$63K	Buy	594 +265	+81%	+$28.3K	0.02%	201
2017 Q2	$36K	Buy	+329	New	+$34.9K	0.01%	233

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Lenox Wealth Management held its Prudential Financial (PRU) position steady in Q2 2020 at 359 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #344.

Lenox Wealth Management first reported a position in PRU in Q2 2017 and has held it in 13 quarters since. The position peaked at $63K in Q3 2017. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Lenox Wealth Management held 359 shares of Prudential Financial worth $21K as of Q2 2020.
Lenox Wealth Management left its Prudential Financial share count unchanged in Q2 2020.
Prudential Financial made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #344 holding.
Lenox Wealth Management first reported a position in Prudential Financial in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Prudential Financial position peaked at $63K in Q3 2017.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

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