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MilWealth Group’s Prudential Financial PRU Stock Holding History

MilWealth 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
2019
Q4 		– Sell
-85
Closed -$7.65K – 71
2019
Q3 		$7.65K Buy
85
+31
+57% +$2.81K 0.01% 54
2019
Q2 		$5.45K Hold
54
– – ﹤0.01% 55
2019
Q1 		$4.96K Hold
54
– – ﹤0.01% 56
2018
Q4 		$4.4K Buy
+54
New +$4.97K ﹤0.01% 62

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MilWealth Group's PRU Position: Q4 2019 in Review

MilWealth Group sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 85 shares — an estimated $7.65K sold.

MilWealth Group first reported a position in PRU in Q4 2018 and held it in 4 quarters. The position peaked at $7.65K in Q3 2019. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

  • MilWealth Group reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
  • MilWealth Group sold 85 Prudential Financial shares in Q4 2019, an estimated $7.65K.
  • MilWealth Group first reported a position in Prudential Financial in Q4 2018 and held it in 4 quarters.
  • MilWealth Group's Prudential Financial position peaked at $7.65K in Q3 2019.
  • 1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on MilWealth Group's 13F filing for Q4 2019, filed 9 May 2023.