Waratah Capital Advisors’s Prudential Financial PRU Stock Holding History

Waratah Capital Advisors’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	-14,139	Closed	-$1.49M	–	286
2021 Q3	$1.49M	Buy	+14,139	New	+$1.46M	0.02%	133
2014 Q2	–	Sell	-4,650	Closed	-$394K	–	82
2014 Q1	$394K	Buy	+4,650	New	+$400K	0.22%	54

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waratah Capital Advisors's PRU Position: Q4 2021 in Review

Waratah Capital Advisors sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 14,139 shares — an estimated $1.49M sold.

Waratah Capital Advisors first reported a position in PRU in Q1 2014 and held it in 2 quarters. The position peaked at $1.49M in Q3 2021. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

Waratah Capital Advisors reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
Waratah Capital Advisors sold 14,139 Prudential Financial shares in Q4 2021, an estimated $1.49M.
Waratah Capital Advisors first reported a position in Prudential Financial in Q1 2014 and held it in 2 quarters.
Waratah Capital Advisors's Prudential Financial position peaked at $1.49M in Q3 2021.
1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Waratah Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.