Monument Capital Management’s Prudential Financial PRU Stock Holding History

Monument Capital 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 Q1	–	Sell	-21,907	Closed	-$2.05M	–	81
2019 Q4	$2.05M	Buy	21,907 +2,283	+12%	+$210K	1.05%	48
2019 Q3	$1.76M	Sell	19,624 -2,603	-12%	-$236K	0.96%	51
2019 Q2	$2.27M	Buy	22,227 +516	+2%	+$51.4K	1.22%	34
2019 Q1	$2M	Buy	21,711 +39	+0.2%	+$3.6K	1.14%	46
2018 Q4	$1.77M	Buy	21,672 +1,321	+6%	+$122K	1.1%	48
2018 Q3	$2.06M	Buy	20,351 +1,934	+11%	+$191K	1.16%	47
2018 Q2	$1.72M	Buy	+18,417	New	+$1.86M	1.19%	47

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Monument Capital Management's PRU Position: Q1 2020 in Review

Monument Capital Management sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 21,907 shares — an estimated $2.05M sold.

Monument Capital Management first reported a position in PRU in Q2 2018 and held it in 7 quarters. The position peaked at $2.27M in Q2 2019. 913 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Monument Capital Management reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Monument Capital Management sold 21,907 Prudential Financial shares in Q1 2020, an estimated $2.05M.
Monument Capital Management first reported a position in Prudential Financial in Q2 2018 and held it in 7 quarters.
Monument Capital Management's Prudential Financial position peaked at $2.27M in Q2 2019.
913 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Monument Capital Management's 13F filing for Q1 2020, filed 14 Apr 2020.