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USA Financial Formulas’s Prudential Financial PRU Stock Holding History

USA Financial Formulas’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
-94
Closed -$10K – 473
2021
Q3 		$10K Buy
+94
New +$9.69K 0.01% 253
2020
Q4 		– Sell
-12
Closed -$1K – 398
2020
Q3 		$1K Hold
12
– – ﹤0.01% 287
2020
Q2 		$1K Buy
+12
New +$705 ﹤0.01% 197
2017
Q3 		– Sell
-27,895
Closed -$3.02M – 315
2017
Q2 		$3.02M Buy
27,895
+2,547
+10% +$270K 0.73% 50
2017
Q1 		$2.7M Sell
25,348
-4,482
-15% -$484K 0.65% 60
2016
Q4 		$3.1M Buy
+29,830
New +$2.83M 0.77% 41

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
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

USA Financial Formulas's PRU Position: Q4 2021 in Review

USA Financial Formulas sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 94 shares — an estimated $10K sold.

USA Financial Formulas first reported a position in PRU in Q4 2016 and held it in 6 quarters. The position peaked at $3.1M in Q4 2016. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • USA Financial Formulas reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • USA Financial Formulas sold 94 Prudential Financial shares in Q4 2021, an estimated $10K.
  • USA Financial Formulas first reported a position in Prudential Financial in Q4 2016 and held it in 6 quarters.
  • USA Financial Formulas's Prudential Financial position peaked at $3.1M in Q4 2016.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on USA Financial Formulas's 13F filing for Q4 2021, filed 10 Feb 2022.