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Baldrige Asset Management’s Prudential Financial PRU Stock Holding History

Baldrige Asset 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
2023
Q1 		$2K Hold
20
– – ﹤0.01% 321
2022
Q4 		$2K Buy
+20
New +$2.03K ﹤0.01% 290

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baldrige Asset Management's PRU Position: Q1 2023 in Review

Baldrige Asset Management held its Prudential Financial (PRU) position steady in Q1 2023 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Baldrige Asset Management first reported a position in PRU in Q4 2022 and has held it in 2 quarters since. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • Baldrige Asset Management held 20 shares of Prudential Financial worth $2K as of Q1 2023.
  • Baldrige Asset Management left its Prudential Financial share count unchanged in Q1 2023.
  • Prudential Financial made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #321 holding.
  • Baldrige Asset Management first reported a position in Prudential Financial in Q4 2022 and has held it in 2 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.