Advisory Research’s Prudential Financial PRU Stock Holding History

Advisory Research’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
2023 Q3	–	Sell	-2,928	Closed	-$258K	–	471
2023 Q2	$258K	Hold	2,928	–	–	0.03%	403
2023 Q1	$242K	Hold	2,928	–	–	0.04%	312
2022 Q4	$291K	Hold	2,928	–	–	0.03%	302
2022 Q3	$251K	Hold	2,928	–	–	0.02%	287
2022 Q2	$280K	Hold	2,928	–	–	0.03%	281
2022 Q1	$346K	Hold	2,928	–	–	0.03%	288
2021 Q4	$317K	Hold	2,928	–	–	0.02%	280
2021 Q3	$308K	Hold	2,928	–	–	0.02%	293
2021 Q2	$300K	Buy	+2,928	New	+$299K	0.02%	302
2014 Q2	–	Sell	-816	Closed	-$69K	–	598
2014 Q1	$69K	Buy	+816	New	+$70.2K	﹤0.01%	574

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Advisory Research's PRU Position: Q3 2023 in Review

Advisory Research sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 2,928 shares — an estimated $258K sold.

Advisory Research first reported a position in PRU in Q1 2014 and held it in 10 quarters. The position peaked at $346K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

Advisory Research reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 2,928 Prudential Financial shares in Q3 2023, an estimated $258K.
Advisory Research first reported a position in Prudential Financial in Q1 2014 and held it in 10 quarters.
Advisory Research's Prudential Financial position peaked at $346K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.