Peddock Capital Advisors’s Prudential Financial PRU Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-1,409	Closed	-$110K	–	257
2020 Q4	$110K	Buy	+1,409	New	+$102K	0.06%	134
2020 Q1	–	Sell	-1,494	Closed	-$140K	–	204
2019 Q4	$140K	Sell	1,494 -860	-37%	-$79K	0.07%	123
2019 Q3	$212K	Sell	2,354 -279	-11%	-$25.3K	0.12%	106
2019 Q2	$266K	Sell	2,633 -85	-3%	-$8.47K	0.14%	92
2019 Q1	$250K	Sell	2,718 -352	-11%	-$32.5K	0.14%	99
2018 Q4	$250K	Sell	3,070 -1,020	-25%	-$94K	0.15%	91
2018 Q3	$414K	Hold	4,090	–	–	0.2%	83
2018 Q2	$382K	Hold	4,090	–	–	0.19%	86
2018 Q1	$424K	Hold	4,090	–	–	0.22%	80
2017 Q4	$470K	Buy	4,090 +170	+4%	+$19.1K	0.24%	76
2017 Q3	$417K	Hold	3,920	–	–	0.21%	78
2017 Q2	$424K	Hold	3,920	–	–	0.23%	79
2017 Q1	$418K	Hold	3,920	–	–	0.24%	70
2016 Q4	$408K	Sell	3,920 -633	-14%	-$60K	0.24%	68
2016 Q3	$372K	Hold	4,553	–	–	0.23%	70
2016 Q2	$325K	Hold	4,553	–	–	0.21%	68
2016 Q1	$329K	Hold	4,553	–	–	0.25%	65
2015 Q4	$371K	Hold	4,553	–	–	0.28%	69
2015 Q3	$347K	Sell	4,553 -590	-11%	-$49.5K	0.32%	75
2015 Q2	$450K	Buy	+5,143	New	+$436K	0.37%	69

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Peddock Capital Advisors's PRU Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 1,409 shares — an estimated $110K sold.

Peddock Capital Advisors first reported a position in PRU in Q2 2015 and held it in 20 quarters. The position peaked at $470K in Q4 2017. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

Peddock Capital Advisors reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 1,409 Prudential Financial shares in Q1 2021, an estimated $110K.
Peddock Capital Advisors first reported a position in Prudential Financial in Q2 2015 and held it in 20 quarters.
Peddock Capital Advisors's Prudential Financial position peaked at $470K in Q4 2017.
1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.