RA
PRU icon

Rational Advisors’s Prudential Financial PRU Stock Holding History

Rational 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
2020
Q4 		– Sell
-19
Closed -$1K – 512
2020
Q3 		$1K Sell
19
-41
-68% -$2.69K ﹤0.01% 556
2020
Q2 		$4K Buy
+60
New +$3.52K ﹤0.01% 445
2020
Q1 		– Sell
-750
Closed -$70K – 436
2019
Q4 		$70K Buy
750
+697
+1,315% +$64K 0.03% 327
2019
Q3 		$5K Sell
53
-890
-94% -$80.7K ﹤0.01% 531
2019
Q2 		$95K Buy
943
+493
+110% +$49.1K 0.03% 284
2019
Q1 		$41K Buy
450
+371
+470% +$34.2K 0.01% 333
2018
Q4 		$6K Buy
79
+70
+778% +$6.45K ﹤0.01% 420
2018
Q3 		$1K Sell
9
-92
-91% -$9.07K ﹤0.01% 506
2018
Q2 		$9K Sell
101
-68
-40% -$6.87K ﹤0.01% 365
2018
Q1 		$17K Buy
+169
New +$19K 0.01% 336
2015
Q3 		$11K Hold
138
– – ﹤0.01% 323
2015
Q2 		$12K Hold
138
– – ﹤0.01% 329
2015
Q1 		$11K Sell
138
-92
-40% -$7.45K ﹤0.01% 339
2014
Q4 		$21K Buy
+230
New +$19.8K ﹤0.01% 344
2013
Q4 		$32K Sell
345
-23
-6% -$1.96K ﹤0.01% 704
2013
Q3 		$29K Hold
368
– – ﹤0.01% 729
2013
Q2 		$27K Buy
+368
New +$23.9K ﹤0.01% 732

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rational Advisors's PRU Position: Q4 2020 in Review

Rational Advisors sold out of Prudential Financial (PRU) in Q4 2020, closing a stake of 19 shares — an estimated $1K sold.

Rational Advisors first reported a position in PRU in Q2 2013 and held it in 17 quarters. The position peaked at $95K in Q2 2019. 1,005 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

  • Rational Advisors reported no remaining Prudential Financial position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 19 Prudential Financial shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Prudential Financial position peaked at $95K in Q2 2019.
  • 1,005 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.