NDSI
PRU icon

Newman Dignan & Sheerar Inc’s Prudential Financial PRU Stock Holding History

Newman Dignan & Sheerar Inc’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
-5,004
Closed -$469 – 150
2019
Q4 		$469 Sell
5,004
-525
-9% -$48.2K 0.05% 101
2019
Q3 		$497K Sell
5,529
-309
-5% -$28K 0.23% 96
2019
Q2 		$590 Sell
5,838
-50
-0.8% -$4.98K 0.02% 89
2019
Q1 		$541K Hold
5,888
– – 0.22% 85
2018
Q4 		$480 Buy
5,888
+150
+3% +$13.8K 0.04% 92
2018
Q3 		$599K Sell
5,738
-50
-0.9% -$4.93K 0.26% 90
2018
Q2 		$541 Sell
5,788
-450
-7% -$45.5K 0.04% 90
2018
Q1 		$651K Sell
6,238
-65
-1% -$7.33K 0.33% 77
2017
Q4 		$725K Buy
6,303
+150
+2% +$16.8K 0.36% 71
2017
Q3 		$654K Sell
6,153
-350
-5% -$37.4K 0.35% 77
2017
Q2 		$703K Sell
6,503
-475
-7% -$50.4K 0.39% 69
2017
Q1 		$744 Sell
6,978
-425
-6% -$45.9K 0.33% 71
2016
Q4 		$770K Sell
7,403
-1
-0% -$95 0.47% 65
2016
Q3 		$605K Hold
7,404
– – 0.38% 72
2016
Q2 		$528K Buy
7,404
+1,625
+28% +$123K 0.33% 83
2016
Q1 		$417K Buy
5,779
+550
+11% +$38.4K 0.3% 87
2015
Q4 		$426K Sell
5,229
-150
-3% -$12.4K 0.3% 89
2015
Q3 		$410K Buy
5,379
+1,750
+48% +$147K 0.26% 86
2015
Q2 		$318K Buy
3,629
+450
+14% +$38.2K 0.23% 108
2015
Q1 		$255K Buy
3,179
+750
+31% +$60.8K 0.18% 123
2014
Q4 		$220 Hold
2,429
– – 0.13% 136
2014
Q3 		$214K Buy
2,429
+29
+1% +$2.59K 0.16% 135
2014
Q2 		$213 Hold
2,400
– – 0.12% 139
2014
Q1 		$203K Hold
2,400
– – 0.14% 139
2013
Q4 		$221 Buy
+2,400
New +$205K 0.01% 135

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

Newman Dignan & Sheerar Inc's PRU Position: Q1 2020 in Review

Newman Dignan & Sheerar Inc sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 5,004 shares — an estimated $469 sold.

Newman Dignan & Sheerar Inc first reported a position in PRU in Q4 2013 and held it in 25 quarters. The position peaked at $770K in Q4 2016. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

  • Newman Dignan & Sheerar Inc reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 5,004 Prudential Financial shares in Q1 2020, an estimated $469.
  • Newman Dignan & Sheerar Inc first reported a position in Prudential Financial in Q4 2013 and held it in 25 quarters.
  • Newman Dignan & Sheerar Inc's Prudential Financial position peaked at $770K in Q4 2016.
  • 912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2020, filed 20 Apr 2020.