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Winslow Evans & Crocker’s Prudential Financial PRU Stock Holding History

Winslow Evans & Crocker’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
Q4 		$410K Buy
5,254
+5,149
+4,904% +$372K 0.08% 221
2020
Q3 		$7K Hold
105
– – ﹤0.01% 815
2020
Q2 		$6K Sell
105
-87
-45% -$5.11K ﹤0.01% 854
2020
Q1 		$12K Sell
192
-174
-48% -$13.8K ﹤0.01% 674
2019
Q4 		$38K Hold
366
– – 0.01% 552
2019
Q3 		$34K Sell
366
-36
-9% -$3.26K 0.01% 569
2019
Q2 		$42K Hold
402
– – 0.01% 547
2019
Q1 		$38K Hold
402
– – 0.01% 552
2018
Q4 		$34K Sell
402
-272
-40% -$25.1K 0.01% 532
2018
Q3 		$70K Buy
674
+176
+35% +$17.3K 0.02% 433
2018
Q2 		$50K Hold
498
– – 0.02% 499
2018
Q1 		$51.5K Hold
498
– – 0.02% 477
2017
Q4 		$57.1K Hold
498
– – 0.02% 464
2017
Q3 		$52.8K Sell
498
-2,296
-82% -$245K 0.02% 464
2017
Q2 		$302K Hold
2,794
– – 0.08% 253
2017
Q1 		$298K Sell
2,794
-130
-4% -$14K 0.09% 227
2016
Q4 		$304K Hold
2,924
– – 0.09% 223
2016
Q3 		$239K Buy
2,924
+120
+4% +$9.21K 0.07% 275
2016
Q2 		$200K Hold
2,804
– – 0.06% 280
2016
Q1 		$203K Sell
2,804
-44
-2% -$3.07K 0.06% 269
2015
Q4 		$232K Buy
2,848
+558
+24% +$46.1K 0.07% 270
2015
Q3 		$174K Buy
2,290
+248
+12% +$20.8K 0.05% 298
2015
Q2 		$179K Sell
2,042
-118
-5% -$10K 0.05% 330
2015
Q1 		$173K Sell
2,160
-80
-4% -$6.48K 0.05% 323
2014
Q4 		$203K Sell
2,240
-98
-4% -$8.42K 0.06% 282
2014
Q3 		$205K Buy
2,338
+1,034
+79% +$92.4K 0.06% 301
2014
Q2 		$116K Buy
1,304
+300
+30% +$25.2K 0.04% 342
2014
Q1 		$85K Hold
1,004
– – 0.03% 387
2013
Q4 		$93K Buy
+1,004
New +$85.7K 0.03% 386

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winslow Evans & Crocker's PRU Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Prudential Financial (PRU) stake by 4,904% in Q4 2020, buying an estimated $372K and bringing the position to 5,254 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #221.

Winslow Evans & Crocker first reported a position in PRU in Q4 2013 and has held it in 29 quarters since. 1,005 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

  • Winslow Evans & Crocker held 5,254 shares of Prudential Financial worth $410K as of Q4 2020.
  • Winslow Evans & Crocker bought 5,149 Prudential Financial shares in Q4 2020, an estimated $372K.
  • Prudential Financial made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #221 holding.
  • Winslow Evans & Crocker first reported a position in Prudential Financial in Q4 2013 and has held it in 29 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.