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Aspetuck Financial Management’s Prudential Financial PRU Stock Holding History

Aspetuck Financial Management’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
2025
Q1 		– Sell
-2,440
Closed -$289K – 154
2024
Q4 		$289K Buy
+2,440
New +$301K 0.23% 62

Other funds holding PRU

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aspetuck Financial Management's PRU Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,440 shares — an estimated $289K sold.

Aspetuck Financial Management first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $289K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 2,440 Prudential Financial shares in Q1 2025, an estimated $289K.
  • Aspetuck Financial Management first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Prudential Financial position peaked at $289K in Q4 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.