Security National Trust’s Prudential Financial PRU Stock Holding History

Security National Trust’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 Q3	$1K	Hold	12	–	–	﹤0.01%	388
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	400
2021 Q1	$1K	Buy	+12	New	+$1.03K	﹤0.01%	385
2020 Q3	–	Sell	-150	Closed	-$9K	–	423
2020 Q2	$9K	Hold	150	–	–	﹤0.01%	355
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	374
2019 Q4	$14K	Buy	+150	New	+$13.8K	﹤0.01%	345
2017 Q2	–	Sell	-70	Closed	-$7K	–	423
2017 Q1	$7K	Buy	+70	New	+$7.55K	﹤0.01%	384
2016 Q1	–	Sell	-33	Closed	-$3K	–	479
2015 Q4	$3K	Buy	+33	New	+$2.73K	﹤0.01%	439
2015 Q3	–	Sell	-30	Closed	-$3K	–	480
2015 Q2	$3K	Hold	30	–	–	﹤0.01%	456
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	466
2014 Q4	$3K	Buy	+30	New	+$2.58K	﹤0.01%	484

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Security National Trust's PRU Position: Q3 2021 in Review

Security National Trust held its Prudential Financial (PRU) position steady in Q3 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Security National Trust first reported a position in PRU in Q4 2014 and has held it in 11 quarters since. The position peaked at $14K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Security National Trust held 12 shares of Prudential Financial worth $1K as of Q3 2021.
Security National Trust left its Prudential Financial share count unchanged in Q3 2021.
Prudential Financial made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #388 holding.
Security National Trust first reported a position in Prudential Financial in Q4 2014 and has held it in 11 quarters since.
Security National Trust's Prudential Financial position peaked at $14K in Q4 2019.
1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.