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Wright Investors Service’s Prudential Financial PRU Stock Holding History

Wright Investors Service’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
2019
Q3 		– Sell
-11,772
Closed -$1.19M – 160
2019
Q2 		$1.19M Sell
11,772
-38
-0.3% -$3.79K 0.45% 67
2019
Q1 		$1.08M Buy
11,810
+1,373
+13% +$127K 0.44% 64
2018
Q4 		$851K Buy
10,437
+5,614
+116% +$517K 0.36% 73
2018
Q3 		$489K Sell
4,823
-2,797
-37% -$276K 0.18% 113
2018
Q2 		$712K Sell
7,620
-36
-0.5% -$3.64K 0.28% 89
2018
Q1 		$793K Buy
7,656
+2,173
+40% +$245K 0.27% 99
2017
Q4 		$630K Buy
5,483
+66
+1% +$7.41K 0.21% 116
2017
Q3 		$576K Sell
5,417
-1,423
-21% -$152K 0.21% 125
2017
Q2 		$740K Buy
6,840
+860
+14% +$91.3K 0.28% 100
2017
Q1 		$638K Buy
5,980
+595
+11% +$64.2K 0.26% 117
2016
Q4 		$560K Buy
+5,385
New +$511K 0.24% 134

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wright Investors Service's PRU Position: Q3 2019 in Review

Wright Investors Service sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 11,772 shares — an estimated $1.19M sold.

Wright Investors Service first reported a position in PRU in Q4 2016 and held it in 11 quarters. The position peaked at $1.19M in Q2 2019. 956 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Wright Investors Service reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Wright Investors Service sold 11,772 Prudential Financial shares in Q3 2019, an estimated $1.19M.
  • Wright Investors Service first reported a position in Prudential Financial in Q4 2016 and held it in 11 quarters.
  • Wright Investors Service's Prudential Financial position peaked at $1.19M in Q2 2019.
  • 956 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Wright Investors Service's 13F filing for Q3 2019, filed 1 Nov 2019.