Yorktown Management & Research Company’s Prudential Financial PRU Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-18,000	Closed	-$1.69M	–	302
2019 Q4	$1.69M	Hold	18,000	–	–	0.91%	6
2019 Q3	$1.62M	Hold	18,000	–	–	0.87%	6
2019 Q2	$1.82M	Hold	18,000	–	–	0.69%	32
2019 Q1	$1.65M	Hold	18,000	–	–	0.53%	40
2018 Q4	$1.47M	Hold	18,000	–	–	0.49%	52
2018 Q3	$1.82M	Buy	18,000 +2,500	+16%	+$246K	0.53%	47
2018 Q2	$1.45M	Buy	+15,500	New	+$1.57M	0.42%	57

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Yorktown Management & Research Company's PRU Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 18,000 shares — an estimated $1.69M sold.

Yorktown Management & Research Company first reported a position in PRU in Q2 2018 and held it in 7 quarters. The position peaked at $1.82M in Q3 2018. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Yorktown Management & Research Company reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 18,000 Prudential Financial shares in Q1 2020, an estimated $1.69M.
Yorktown Management & Research Company first reported a position in Prudential Financial in Q2 2018 and held it in 7 quarters.
Yorktown Management & Research Company's Prudential Financial position peaked at $1.82M in Q3 2018.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.