United Asset Strategies’s Prudential Financial PRU Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-9,414	Closed	-$883K	–	207
2019 Q4	$883K	Sell	9,414 -1,974	-17%	-$181K	0.17%	108
2019 Q3	$1.02M	Buy	11,388 +518	+5%	+$46.9K	0.22%	96
2019 Q2	$1.1M	Buy	10,870 +1,805	+20%	+$180K	0.25%	91
2019 Q1	$833K	Buy	9,065 +613	+7%	+$56.5K	0.2%	107
2018 Q4	$689K	Sell	8,452 -777	-8%	-$71.6K	0.19%	109
2018 Q3	$935K	Sell	9,229 -416	-4%	-$41K	0.22%	100
2018 Q2	$902K	Buy	+9,645	New	+$974K	0.24%	101

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

United Asset Strategies's PRU Position: Q1 2020 in Review

United Asset Strategies sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 9,414 shares — an estimated $883K sold.

United Asset Strategies first reported a position in PRU in Q2 2018 and held it in 7 quarters. The position peaked at $1.1M in Q2 2019. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

United Asset Strategies reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
United Asset Strategies sold 9,414 Prudential Financial shares in Q1 2020, an estimated $883K.
United Asset Strategies first reported a position in Prudential Financial in Q2 2018 and held it in 7 quarters.
United Asset Strategies's Prudential Financial position peaked at $1.1M in Q2 2019.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.