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Baron Financial Group’s Prudential Financial PRU Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-150
Closed -$14.4K – 159
2022
Q2 		$14.4K Hold
150
– – 0.01% 135
2022
Q1 		$17.7K Hold
150
– – 0.01% 140
2021
Q4 		$16.2K Hold
150
– – 0.01% 147
2021
Q3 		$15.8K Hold
150
– – 0.01% 152
2021
Q2 		$15.4K Hold
150
– – 0.01% 156
2021
Q1 		$13.7K Hold
150
– – 0.01% 159
2020
Q4 		$11.7K Hold
150
– – 0.01% 165
2020
Q3 		$9.53K Buy
+150
New +$9.86K 0.01% 177

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Baron Financial Group's PRU Position: Q3 2022 in Review

Baron Financial Group sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 150 shares — an estimated $14.4K sold.

Baron Financial Group first reported a position in PRU in Q3 2020 and held it in 8 quarters. The position peaked at $17.7K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

  • Baron Financial Group reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 150 Prudential Financial shares in Q3 2022, an estimated $14.4K.
  • Baron Financial Group first reported a position in Prudential Financial in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Prudential Financial position peaked at $17.7K in Q1 2022.
  • 1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.