LifePlan Financial Group’s Prudential Financial PRU Stock Holding History

LifePlan Financial Group’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 Q3	$8K	Hold	122	–	–	﹤0.01%	429
2020 Q2	$7K	Hold	122	–	–	﹤0.01%	450
2020 Q1	$6K	Hold	122	–	–	﹤0.01%	439
2019 Q4	$11K	Hold	122	–	–	﹤0.01%	406
2019 Q3	$11K	Hold	122	–	–	0.01%	406
2019 Q2	$12K	Hold	122	–	–	0.01%	391
2019 Q1	$11K	Sell	122 -40	-25%	-$3.69K	0.01%	399
2018 Q4	$13K	Buy	162 +26	+19%	+$2.4K	0.01%	367
2018 Q3	$14K	Buy	136 +106	+353%	+$10.4K	0.01%	362
2018 Q2	$3K	Sell	30 -106	-78%	-$10.7K	﹤0.01%	469
2018 Q1	$14K	Buy	+136	New	+$15.3K	0.01%	345
2014 Q2	–	Sell	-142	Closed	-$12K	–	178
2014 Q1	$12K	Hold	142	–	–	0.01%	171
2013 Q4	$13K	Hold	142	–	–	0.01%	149
2013 Q3	$11K	Hold	142	–	–	0.01%	146
2013 Q2	$10K	Buy	+142	New	+$9.21K	0.01%	118

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

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

Norges Bank Oslo, Norway $935B AUM

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

LifePlan Financial Group's PRU Position: Q3 2020 in Review

LifePlan Financial Group held its Prudential Financial (PRU) position steady in Q3 2020 at 122 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

LifePlan Financial Group first reported a position in PRU in Q2 2013 and has held it in 15 quarters since. The position peaked at $14K in Q3 2018. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

LifePlan Financial Group held 122 shares of Prudential Financial worth $8K as of Q3 2020.
LifePlan Financial Group left its Prudential Financial share count unchanged in Q3 2020.
Prudential Financial made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #429 holding.
LifePlan Financial Group first reported a position in Prudential Financial in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Prudential Financial position peaked at $14K in Q3 2018.
918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.