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YHB Investment Advisors’s Prudential Financial PRU Stock Holding History

YHB Investment 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
2022
Q2 		– Sell
-1,910
Closed -$226K – 292
2022
Q1 		$226K Buy
+1,910
New +$217K 0.02% 279
2019
Q4 		– Sell
-10,746
Closed -$967K – 195
2019
Q3 		$967K Sell
10,746
-6,400
-37% -$580K 0.15% 111
2019
Q2 		$1.73M Sell
17,146
-1,000
-6% -$99.7K 0.28% 91
2019
Q1 		$1.67M Hold
18,146
– – 0.26% 96
2018
Q4 		$1.48M Buy
+18,146
New +$1.67M 0.26% 95
2014
Q1 		– Sell
-3,100
Closed -$286K – 151
2013
Q4 		$286K Buy
+3,100
New +$265K 0.08% 134

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YHB Investment Advisors's PRU Position: Q2 2022 in Review

YHB Investment Advisors sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 1,910 shares — an estimated $226K sold.

YHB Investment Advisors first reported a position in PRU in Q4 2013 and held it in 6 quarters. The position peaked at $1.73M in Q2 2019. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • YHB Investment Advisors reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 1,910 Prudential Financial shares in Q2 2022, an estimated $226K.
  • YHB Investment Advisors first reported a position in Prudential Financial in Q4 2013 and held it in 6 quarters.
  • YHB Investment Advisors's Prudential Financial position peaked at $1.73M in Q2 2019.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.