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Sun Life Financial’s Prudential Financial PRU Stock Holding History

Sun Life Financial’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
2022
Q2 		– Sell
-2,785
Closed -$329K – 81
2022
Q1 		$329K Hold
2,785
– – 0.02% 72
2021
Q4 		$301K Buy
+2,785
New +$302K 0.01% 76
2021
Q2 		– Sell
-232
Closed -$21K – 396
2021
Q1 		$21K Sell
232
-2
-0.9% -$171 ﹤0.01% 263
2020
Q4 		$18K Buy
234
+1
+0.4% +$72 ﹤0.01% 271
2020
Q3 		$15K Sell
233
-7,948
-97% -$522K ﹤0.01% 282
2020
Q2 		$498K Buy
8,181
+540
+7% +$31.7K 0.1% 84
2020
Q1 		$398K Buy
7,641
+1,698
+29% +$135K 0.1% 78
2019
Q4 		$557K Sell
5,943
-3,349
-36% -$308K 0.15% 79
2019
Q3 		$836K Buy
9,292
+3,092
+50% +$280K 0.22% 73
2019
Q2 		$626K Sell
6,200
-6,960
-53% -$694K 0.16% 63
2019
Q1 		$1.21M Buy
13,160
+790
+6% +$72.8K 0.27% 58
2018
Q4 		$1.01M Buy
12,370
+49
+0.4% +$4.51K 0.21% 67
2018
Q3 		$1.25M Buy
12,321
+11,185
+985% +$1.1M 0.23% 72
2018
Q2 		$106K Buy
1,136
+937
+471% +$94.7K 0.02% 321
2018
Q1 		$1.92K Sell
199
-731
-79% -$82.4K 0.02% 222
2017
Q4 		$107K Sell
930
-2,218
-70% -$249K 0.01% 189
2017
Q3 		$335K Sell
3,148
-7
-0.2% -$748 0.03% 173
2017
Q2 		$341K Buy
3,155
+3,130
+12,520% +$332K 0.04% 163
2017
Q1 		$232 Buy
25
+1
+4% +$108 ﹤0.01% 253
2016
Q4 		$231 Buy
+24
New +$2.28K ﹤0.01% 199

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's PRU Position: Q2 2022 in Review

Sun Life Financial sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 2,785 shares — an estimated $329K sold.

Sun Life Financial first reported a position in PRU in Q4 2016 and held it in 20 quarters. The position peaked at $1.25M in Q3 2018. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Sun Life Financial reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • Sun Life Financial sold 2,785 Prudential Financial shares in Q2 2022, an estimated $329K.
  • Sun Life Financial first reported a position in Prudential Financial in Q4 2016 and held it in 20 quarters.
  • Sun Life Financial's Prudential Financial position peaked at $1.25M in Q3 2018.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.