Palisades Hudson Asset Management’s Prudential Financial PRU Stock Holding History

Palisades Hudson Asset 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	-3,120	Closed	-$292K	–	103
2019 Q4	$292K	Hold	3,120	–	–	0.19%	78
2019 Q3	$281K	Hold	3,120	–	–	0.2%	71
2019 Q2	$315K	Hold	3,120	–	–	0.22%	64
2019 Q1	$287K	Sell	3,120 -290	-9%	-$26.7K	0.19%	71
2018 Q4	$278K	Hold	3,410	–	–	0.16%	83
2018 Q3	$346K	Hold	3,410	–	–	0.18%	77
2018 Q2	$319K	Hold	3,410	–	–	0.17%	82
2018 Q1	$353K	Hold	3,410	–	–	0.19%	68
2017 Q4	$392K	Hold	3,410	–	–	0.22%	63
2017 Q3	$363K	Hold	3,410	–	–	0.21%	66
2017 Q2	$369K	Hold	3,410	–	–	0.22%	60
2017 Q1	$364K	Hold	3,410	–	–	0.23%	56
2016 Q4	$355K	Hold	3,410	–	–	0.22%	53
2016 Q3	$278K	Hold	3,410	–	–	0.21%	69
2016 Q2	$243K	Hold	3,410	–	–	0.2%	76
2016 Q1	$246K	Hold	3,410	–	–	0.19%	78
2015 Q4	$278K	Hold	3,410	–	–	0.23%	67
2015 Q3	$260K	Hold	3,410	–	–	0.23%	67
2015 Q2	$299K	Hold	3,410	–	–	0.26%	61
2015 Q1	$274K	Hold	3,410	–	–	0.21%	66
2014 Q4	$308K	Hold	3,410	–	–	0.24%	63
2014 Q3	$300K	Hold	3,410	–	–	0.25%	59
2014 Q2	$303K	Hold	3,410	–	–	0.25%	47
2014 Q1	$289K	Sell	3,410 -340	-9%	-$29.3K	0.25%	46
2013 Q4	$346K	Hold	3,750	–	–	0.29%	37
2013 Q3	$292K	Hold	3,750	–	–	0.26%	42
2013 Q2	$274K	Buy	+3,750	New	+$243K	0.26%	43

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

Palisades Hudson Asset Management's PRU Position: Q1 2020 in Review

Palisades Hudson Asset Management sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 3,120 shares — an estimated $292K sold.

Palisades Hudson Asset Management first reported a position in PRU in Q2 2013 and held it in 27 quarters. The position peaked at $392K in Q4 2017. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Palisades Hudson Asset Management reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Palisades Hudson Asset Management sold 3,120 Prudential Financial shares in Q1 2020, an estimated $292K.
Palisades Hudson Asset Management first reported a position in Prudential Financial in Q2 2013 and held it in 27 quarters.
Palisades Hudson Asset Management's Prudential Financial position peaked at $392K in Q4 2017.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2020, filed 7 May 2020.