Newfound Research’s Prudential Financial PRU Stock Holding History

Newfound Research’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 Q2	–	Sell	-3	Closed	–	–	153
2020 Q1	$0	Hold	3	–	–	﹤0.01%	170
2019 Q4	$0	Hold	3	–	–	﹤0.01%	198
2019 Q3	$0	Hold	3	–	–	﹤0.01%	205
2019 Q2	$0	Hold	3	–	–	﹤0.01%	202
2019 Q1	$0	Hold	3	–	–	﹤0.01%	203
2018 Q4	$0	Hold	3	–	–	﹤0.01%	189
2018 Q3	$0	Hold	3	–	–	﹤0.01%	212
2018 Q2	$0	Hold	3	–	–	﹤0.01%	202
2018 Q1	$0	Sell	3 -20	-87%	-$2.25K	﹤0.01%	237
2017 Q4	$3K	Sell	23 -1	-4%	-$112	﹤0.01%	92
2017 Q3	$3K	Hold	24	–	–	﹤0.01%	80
2017 Q2	$3K	Hold	24	–	–	﹤0.01%	88
2017 Q1	$3K	Hold	24	–	–	﹤0.01%	88
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	91
2016 Q3	$2K	Hold	24	–	–	﹤0.01%	97
2016 Q2	$2K	Buy	+24	New	+$1.81K	﹤0.01%	88

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Newfound Research's PRU Position: Q2 2020 in Review

Newfound Research sold out of Prudential Financial (PRU) in Q2 2020, closing a stake of 3 shares.

Newfound Research first reported a position in PRU in Q2 2016 and held it in 16 quarters. The position peaked at $3K in Q4 2017. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Newfound Research reported no remaining Prudential Financial position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 3 Prudential Financial shares in Q2 2020.
Newfound Research first reported a position in Prudential Financial in Q2 2016 and held it in 16 quarters.
Newfound Research's Prudential Financial position peaked at $3K in Q4 2017.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.