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Sustainable Insight Capital Management’s Prudential Financial PRU Stock Holding History

Sustainable Insight Capital 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
Q4 		– Sell
-2,045
Closed -$215K – 134
2021
Q3 		$215K Hold
2,045
– – 0.14% 103
2021
Q2 		$210K Sell
2,045
-1,043
-34% -$107K 0.12% 118
2021
Q1 		$281K Hold
3,088
– – 0.19% 88
2020
Q4 		$241K Buy
+3,088
New +$223K 0.16% 89

Other funds holding PRU

BlackRock
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sustainable Insight Capital Management's PRU Position: Q4 2021 in Review

Sustainable Insight Capital Management sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 2,045 shares — an estimated $215K sold.

Sustainable Insight Capital Management first reported a position in PRU in Q4 2020 and held it in 4 quarters. The position peaked at $281K in Q1 2021. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Sustainable Insight Capital Management reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 2,045 Prudential Financial shares in Q4 2021, an estimated $215K.
  • Sustainable Insight Capital Management first reported a position in Prudential Financial in Q4 2020 and held it in 4 quarters.
  • Sustainable Insight Capital Management's Prudential Financial position peaked at $281K in Q1 2021.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.