PCM
PRU icon

Poehling Capital Management’s Prudential Financial PRU Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-600
Closed -$56K – 222
2018
Q2 		$56K Buy
600
+200
+50% +$20.2K 0.05% 140
2018
Q1 		$41K Buy
400
+200
+100% +$22.5K 0.03% 161
2017
Q4 		$23K Buy
+200
New +$22.5K 0.02% 181

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Poehling Capital Management's PRU Position: Q3 2018 in Review

Poehling Capital Management sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 600 shares — an estimated $56K sold.

Poehling Capital Management first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q2 2018. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

  • Poehling Capital Management reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 600 Prudential Financial shares in Q3 2018, an estimated $56K.
  • Poehling Capital Management first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Prudential Financial position peaked at $56K in Q2 2018.
  • 977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.