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New England Investment & Retirement Group’s Prudential Financial PRU Stock Holding History

New England Investment & Retirement 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
2021
Q3 		$2.76M Sell
26,266
-721
-3% -$74.3K 0.64% 40
2021
Q2 		$2.77M Buy
+26,987
New +$2.76M 0.6% 44

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

New England Investment & Retirement Group's PRU Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its Prudential Financial (PRU) stake by 2.7% in Q3 2021, selling an estimated $74.3K and leaving 26,266 shares worth $2.76M. The position accounts for 0.64% of the portfolio, ranked #40.

New England Investment & Retirement Group first reported a position in PRU in Q2 2021 and has held it in 2 quarters since. The position peaked at $2.77M in Q2 2021. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

  • New England Investment & Retirement Group held 26,266 shares of Prudential Financial worth $2.76M as of Q3 2021.
  • New England Investment & Retirement Group sold 721 Prudential Financial shares in Q3 2021, an estimated $74.3K.
  • Prudential Financial made up 0.64% of New England Investment & Retirement Group's portfolio in Q3 2021, its #40 holding.
  • New England Investment & Retirement Group first reported a position in Prudential Financial in Q2 2021 and has held it in 2 quarters since.
  • New England Investment & Retirement Group's Prudential Financial position peaked at $2.77M in Q2 2021.
  • 1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.