Aspire Private Capital’s Prudential Financial PRU Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-224	Closed	-$27.1K	–	512
2024 Q3	$27.1K	Hold	224	–	–	0.01%	279
2024 Q2	$26.3K	Hold	224	–	–	0.01%	291
2024 Q1	$26.3K	Hold	224	–	–	0.01%	291
2023 Q4	$23.2K	Sell	224 -2	-0.9%	-$192	0.01%	295
2023 Q3	$21.4K	Hold	226	–	–	0.01%	301
2023 Q2	$19.9K	Hold	226	–	–	0.01%	294
2023 Q1	$18.7K	Hold	226	–	–	0.01%	297
2022 Q4	$22.5K	Hold	226	–	–	0.01%	271
2022 Q3	$19K	Hold	226	–	–	0.01%	282
2022 Q2	$22K	Hold	226	–	–	0.01%	269
2022 Q1	$27K	Hold	226	–	–	0.01%	252
2021 Q4	$24K	Hold	226	–	–	0.01%	273
2021 Q3	$24K	Hold	226	–	–	0.01%	254
2021 Q2	$23K	Hold	226	–	–	0.01%	262
2021 Q1	$21K	Hold	226	–	–	0.01%	270
2020 Q4	$18K	Hold	226	–	–	0.01%	247
2020 Q3	$14K	Buy	226 +197	+679%	+$12.9K	0.01%	260
2020 Q2	$2K	Sell	29 -74	-72%	-$4.34K	﹤0.01%	275
2020 Q1	$5K	Sell	103 -126	-55%	-$10K	﹤0.01%	174
2019 Q4	$21K	Buy	229 +103	+82%	+$9.46K	0.01%	229
2019 Q3	$11K	Hold	126	–	–	0.01%	248
2019 Q2	$13K	Hold	126	–	–	0.01%	248
2019 Q1	$12K	Sell	126 -898	-88%	-$82.8K	0.01%	304
2018 Q4	$84K	Buy	+1,024	New	+$94.3K	0.05%	164

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspire Private Capital's PRU Position: Q4 2024 in Review

Aspire Private Capital sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 224 shares — an estimated $27.1K sold.

Aspire Private Capital first reported a position in PRU in Q4 2018 and held it in 24 quarters. The position peaked at $84K in Q4 2018. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

Aspire Private Capital reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 224 Prudential Financial shares in Q4 2024, an estimated $27.1K.
Aspire Private Capital first reported a position in Prudential Financial in Q4 2018 and held it in 24 quarters.
Aspire Private Capital's Prudential Financial position peaked at $84K in Q4 2018.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.