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Camelot Portfolios’s Prudential Financial PRU Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-36
Closed -$4.22K – 455
2024
Q2 		$4.22K Buy
+36
New +$4.16K ﹤0.01% 487
2021
Q4 		– Sell
-7,049
Closed -$742K – 266
2021
Q3 		$742K Buy
7,049
+1,743
+33% +$180K 0.38% 79
2021
Q2 		$544K Buy
+5,306
New +$542K 0.22% 130

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Camelot Portfolios's PRU Position: Q3 2024 in Review

Camelot Portfolios sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 36 shares — an estimated $4.22K sold.

Camelot Portfolios first reported a position in PRU in Q2 2021 and held it in 3 quarters. The position peaked at $742K in Q3 2021. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Camelot Portfolios reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 36 Prudential Financial shares in Q3 2024, an estimated $4.22K.
  • Camelot Portfolios first reported a position in Prudential Financial in Q2 2021 and held it in 3 quarters.
  • Camelot Portfolios's Prudential Financial position peaked at $742K in Q3 2021.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.