Mid Atlantic Financial Management’s Prudential Financial PRU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$368K	Sell	3,503 -165	-4%	-$17K	0.02%	571
2021 Q2	$376K	Buy	3,668 +316	+9%	+$32.3K	0.03%	578
2021 Q1	$305K	Buy	3,352 +343	+11%	+$29.4K	0.02%	622
2020 Q4	$235K	Buy	+3,009	New	+$217K	0.02%	670
2020 Q1	–	Sell	-2,677	Closed	-$251K	–	753
2019 Q4	$251K	Buy	2,677 +444	+20%	+$40.8K	0.02%	577
2019 Q3	$201K	Buy	+2,233	New	+$202K	0.02%	619

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Mid Atlantic Financial Management's PRU Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Prudential Financial (PRU) stake by 4.5% in Q3 2021, selling an estimated $17K and leaving 3,503 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #571.

Mid Atlantic Financial Management first reported a position in PRU in Q3 2019 and has held it in 6 quarters since. The position peaked at $376K in Q2 2021. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Mid Atlantic Financial Management held 3,503 shares of Prudential Financial worth $368K as of Q3 2021.
Mid Atlantic Financial Management sold 165 Prudential Financial shares in Q3 2021, an estimated $17K.
Prudential Financial made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #571 holding.
Mid Atlantic Financial Management first reported a position in Prudential Financial in Q3 2019 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Prudential Financial position peaked at $376K in Q2 2021.
1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.