Sonora Investment Management’s Prudential Financial PRU Stock Holding History

Sonora Investment 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
2021 Q3	$96K	Sell	910 -26	-3%	-$2.68K	0.01%	307
2021 Q2	$96K	Buy	936 +26	+3%	+$2.66K	0.01%	287
2021 Q1	$83K	Sell	910 -128	-12%	-$11K	0.01%	452
2020 Q4	$81K	Sell	1,038 -355	-25%	-$25.7K	0.01%	474
2020 Q3	$89K	Hold	1,393	–	–	0.01%	409
2020 Q2	$85K	Hold	1,393	–	–	0.01%	369
2020 Q1	$73K	Hold	1,393	–	–	0.01%	371
2019 Q4	$131K	Buy	1,393 +710	+104%	+$65.2K	0.01%	298
2019 Q3	$61K	Sell	683 -103	-13%	-$9.34K	0.01%	444
2019 Q2	$79K	Buy	786 +103	+15%	+$10.3K	0.01%	389
2019 Q1	$63K	Hold	683	–	–	0.01%	413
2018 Q4	$56K	Buy	683 +128	+23%	+$11.8K	0.01%	375
2018 Q3	$56K	Sell	555 -38	-6%	-$3.75K	0.01%	378
2018 Q2	$55K	Hold	593	–	–	0.01%	371
2018 Q1	$61.4K	Hold	593	–	–	0.01%	337
2017 Q4	$68.2K	Buy	593 +38	+7%	+$4.27K	0.01%	316
2017 Q3	$59K	Hold	555	–	–	0.01%	314
2017 Q2	$60K	Hold	555	–	–	0.01%	304
2017 Q1	$59.2K	Hold	555	–	–	0.01%	304
2016 Q4	$57.8K	Hold	555	–	–	0.01%	273
2016 Q3	$45.3K	Buy	+555	New	+$42.6K	0.01%	311

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

Sonora Investment Management's PRU Position: Q3 2021 in Review

Sonora Investment Management reduced its Prudential Financial (PRU) stake by 2.8% in Q3 2021, selling an estimated $2.68K and leaving 910 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #307.

Sonora Investment Management first reported a position in PRU in Q3 2016 and has held it in 21 quarters since. The position peaked at $131K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Sonora Investment Management held 910 shares of Prudential Financial worth $96K as of Q3 2021.
Sonora Investment Management sold 26 Prudential Financial shares in Q3 2021, an estimated $2.68K.
Prudential Financial made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #307 holding.
Sonora Investment Management first reported a position in Prudential Financial in Q3 2016 and has held it in 21 quarters since.
Sonora Investment Management's Prudential Financial position peaked at $131K in Q4 2019.
1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.