Bank Julius Baer & Co’s Prudential Financial PRU Stock Holding History

Bank Julius Baer & Co’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	-1,968	Closed	-$174K	–	563
2023 Q2	$174K	Sell	1,968 -37	-2%	-$3.1K	﹤0.01%	419
2023 Q1	$166K	Buy	+2,005	New	+$191K	﹤0.01%	450
2022 Q1	–	Sell	-651	Closed	-$70K	–	748
2021 Q4	$70K	Buy	+651	New	+$70.7K	﹤0.01%	630

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

Bank Julius Baer & Co's PRU Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 1,968 shares — an estimated $174K sold.

Bank Julius Baer & Co first reported a position in PRU in Q4 2021 and held it in 3 quarters. The position peaked at $174K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

Bank Julius Baer & Co reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 1,968 Prudential Financial shares in Q3 2023, an estimated $174K.
Bank Julius Baer & Co first reported a position in Prudential Financial in Q4 2021 and held it in 3 quarters.
Bank Julius Baer & Co's Prudential Financial position peaked at $174K in Q2 2023.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.