Squar Milner Financial Services’s Prudential Financial PRU Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-573	Closed	-$29K	–	569
2020 Q1	$29K	Hold	573	–	–	0.02%	418
2019 Q4	$53K	Buy	+573	New	+$52.6K	0.03%	403
2019 Q3	–	Sell	-2,661	Closed	-$269K	–	577
2019 Q2	$269K	Buy	2,661 +728	+38%	+$72.6K	0.18%	130
2019 Q1	$177K	Hold	1,933	–	–	0.13%	179
2018 Q4	$158K	Hold	1,933	–	–	0.15%	160
2018 Q3	$196K	Sell	1,933 -15	-0.8%	-$1.48K	0.18%	156
2018 Q2	$182K	Hold	1,948	–	–	0.16%	173
2018 Q1	$202K	Buy	1,948 +73	+4%	+$8.23K	0.26%	152
2017 Q4	$235K	Buy	+1,875	New	+$211K	0.28%	126

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Squar Milner Financial Services's PRU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Prudential Financial (PRU) in Q2 2020, closing a stake of 573 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in PRU in Q4 2017 and held it in 9 quarters. The position peaked at $269K in Q2 2019. 903 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Squar Milner Financial Services reported no remaining Prudential Financial position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 573 Prudential Financial shares in Q2 2020, an estimated $29K.
Squar Milner Financial Services first reported a position in Prudential Financial in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Prudential Financial position peaked at $269K in Q2 2019.
903 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.