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Asset Allocation & Management Company’s Prudential Financial PRU Stock Holding History

Asset Allocation & Management 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
2025
Q1 		– Sell
-1,763
Closed -$209K – 93
2024
Q4 		$209K Buy
+1,763
New +$218K 0.11% 82

Other funds holding PRU

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

Asset Allocation & Management Company's PRU Position: Q1 2025 in Review

Asset Allocation & Management Company sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,763 shares — an estimated $209K sold.

Asset Allocation & Management Company first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Asset Allocation & Management Company reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Asset Allocation & Management Company sold 1,763 Prudential Financial shares in Q1 2025, an estimated $209K.
  • Asset Allocation & Management Company first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
  • Asset Allocation & Management Company's Prudential Financial position peaked at $209K in Q4 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Asset Allocation & Management Company's 13F filing for Q1 2025, filed 8 Apr 2025.