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Sullivan, Bruyette, Speros & Blaney’s Prudential Financial PRU Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$508K Buy
5,581
+1,120
+25% +$95.9K 0.02% 183
2020
Q4 		$348K Sell
4,461
-129
-3% -$9.32K 0.02% 204
2020
Q3 		$292K Buy
+4,590
New +$302K 0.02% 205

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's PRU Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Prudential Financial (PRU) stake by 25% in Q1 2021, buying an estimated $95.9K and bringing the position to 5,581 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #183.

Sullivan, Bruyette, Speros & Blaney first reported a position in PRU in Q3 2020 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 5,581 shares of Prudential Financial worth $508K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 1,120 Prudential Financial shares in Q1 2021, an estimated $95.9K.
  • Prudential Financial made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #183 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Prudential Financial in Q3 2020 and has held it in 3 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.