Tradition Asset Management’s Prudential Financial PRU Stock Holding History

Tradition Asset 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
2020 Q2	$2.2M	Sell	36,166 -10,009	-22%	-$588K	0.63%	57
2020 Q1	$2.41M	Sell	46,175 -2,223	-5%	-$177K	0.8%	45
2019 Q4	$4.54M	Buy	48,398 +1,640	+4%	+$151K	1.1%	27
2019 Q3	$4.21M	Buy	46,758 +607	+1%	+$55K	1.09%	29
2019 Q2	$4.66M	Buy	+46,151	New	+$4.6M	1.21%	23

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

Tradition Asset Management's PRU Position: Q2 2020 in Review

Tradition Asset Management reduced its Prudential Financial (PRU) stake by 22% in Q2 2020, selling an estimated $588K and leaving 36,166 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #57.

Tradition Asset Management first reported a position in PRU in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.66M in Q2 2019. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Tradition Asset Management held 36,166 shares of Prudential Financial worth $2.2M as of Q2 2020.
Tradition Asset Management sold 10,009 Prudential Financial shares in Q2 2020, an estimated $588K.
Prudential Financial made up 0.63% of Tradition Asset Management's portfolio in Q2 2020, its #57 holding.
Tradition Asset Management first reported a position in Prudential Financial in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Prudential Financial position peaked at $4.66M in Q2 2019.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.