Miles Capital’s Prudential Financial PRU Stock Holding History

Miles Capital’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 Q1	$295K	Sell	5,653 -8	-0.1%	-$636	0.32%	84
2019 Q4	$531K	Sell	5,661 -2,490	-31%	-$229K	0.43%	69
2019 Q3	$733K	Sell	8,151 -2,782	-25%	-$252K	0.6%	44
2019 Q2	$1.1M	Buy	10,933 +491	+5%	+$48.9K	0.9%	24
2019 Q1	$959K	Buy	10,442 +6,128	+142%	+$565K	0.83%	27
2018 Q4	$352K	Buy	4,314 +2,057	+91%	+$189K	0.35%	78
2018 Q3	$229K	Buy	+2,257	New	+$222K	0.19%	155
2015 Q1	–	Sell	-5,948	Closed	-$538K	–	165
2014 Q4	$538K	Sell	5,948 -15,087	-72%	-$1.3M	0.29%	80
2014 Q3	$1.85M	Sell	21,035 -182	-0.9%	-$16.3K	0.98%	27
2014 Q2	$1.88M	Sell	21,217 -190	-0.9%	-$16K	0.95%	25
2014 Q1	$1.81M	Sell	21,407 -1,523	-7%	-$131K	0.94%	29
2013 Q4	$2.12M	Buy	22,930 +4,753	+26%	+$406K	1.04%	26
2013 Q3	$1.42M	Sell	18,177 -5,093	-22%	-$399K	0.81%	30
2013 Q2	$1.7M	Buy	+23,270	New	+$1.51M	0.79%	30

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Miles Capital's PRU Position: Q1 2020 in Review

Miles Capital reduced its Prudential Financial (PRU) stake by 0.14% in Q1 2020, selling an estimated $636 and leaving 5,653 shares worth $295K. The position accounts for 0.32% of the portfolio, ranked #84.

Miles Capital first reported a position in PRU in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.12M in Q4 2013. 913 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Miles Capital held 5,653 shares of Prudential Financial worth $295K as of Q1 2020.
Miles Capital sold 8 Prudential Financial shares in Q1 2020, an estimated $636.
Prudential Financial made up 0.32% of Miles Capital's portfolio in Q1 2020, its #84 holding.
Miles Capital first reported a position in Prudential Financial in Q2 2013 and has held it in 14 quarters since.
Miles Capital's Prudential Financial position peaked at $2.12M in Q4 2013.
913 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.