Univest Financial’s Prudential Financial PRU Stock Holding History

Univest 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
2020 Q1	–	Sell	-3,880	Closed	-$404K	–	128
2019 Q4	$404K	Sell	3,880 -2,029	-34%	-$186K	0.17%	77
2019 Q3	$532K	Buy	5,909 +408	+7%	+$37K	0.17%	70
2019 Q2	$556K	Sell	5,501 -106	-2%	-$10.6K	0.18%	72
2019 Q1	$515K	Buy	5,607 +1,913	+52%	+$176K	0.17%	74
2018 Q4	$301K	Sell	3,694 -63	-2%	-$5.8K	0.11%	97
2018 Q3	$381K	Sell	3,757 -153	-4%	-$15.1K	0.12%	84
2018 Q2	$366K	Buy	3,910 +183	+5%	+$18.5K	0.15%	77
2018 Q1	$386K	Sell	3,727 -496	-12%	-$55.9K	0.17%	70
2017 Q4	$486K	Buy	4,223 +139	+3%	+$15.6K	0.2%	65
2017 Q3	$434K	Buy	4,084 +365	+10%	+$39K	0.18%	71
2017 Q2	$402K	Sell	3,719 -256	-6%	-$27.2K	0.17%	74
2017 Q1	$424K	Buy	3,975 +95	+2%	+$10.3K	0.19%	73
2016 Q4	$404K	Buy	3,880 +31	+0.8%	+$2.94K	0.17%	77
2016 Q3	$314K	Buy	3,849 +254	+7%	+$19.5K	0.14%	76
2016 Q2	$256K	Sell	3,595 -384	-10%	-$29K	0.12%	84
2016 Q1	$287K	Buy	3,979 +258	+7%	+$18K	0.13%	83
2015 Q4	$303K	Sell	3,721 -1,271	-25%	-$105K	0.14%	82
2015 Q3	$380K	Buy	4,992 +56	+1%	+$4.7K	0.19%	66
2015 Q2	$432K	Buy	+4,936	New	+$419K	0.2%	63

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

Univest Financial's PRU Position: Q1 2020 in Review

Univest Financial sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 3,880 shares — an estimated $404K sold.

Univest Financial first reported a position in PRU in Q2 2015 and held it in 19 quarters. The position peaked at $556K in Q2 2019. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Univest Financial reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Univest Financial sold 3,880 Prudential Financial shares in Q1 2020, an estimated $404K.
Univest Financial first reported a position in Prudential Financial in Q2 2015 and held it in 19 quarters.
Univest Financial's Prudential Financial position peaked at $556K in Q2 2019.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.