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Cannell & Spears’s Prudential Financial PRU Stock Holding History

Cannell & Spears’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
Q4 		– Sell
-1,846
Closed -$224K – 417
2024
Q3 		$224K Hold
1,846
– – ﹤0.01% 372
2024
Q2 		$216K Hold
1,846
– – ﹤0.01% 345
2024
Q1 		$217K Buy
+1,846
New +$199K ﹤0.01% 356
2022
Q2 		– Sell
-1,846
Closed -$218K – 219
2022
Q1 		$218K Sell
1,846
-1,058
-36% -$120K 0.02% 213
2021
Q4 		$314K Buy
+2,904
New +$315K 0.02% 181

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Cannell & Spears's PRU Position: Q4 2024 in Review

Cannell & Spears sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,846 shares — an estimated $224K sold.

Cannell & Spears first reported a position in PRU in Q4 2021 and held it in 5 quarters. The position peaked at $314K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Cannell & Spears reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Cannell & Spears sold 1,846 Prudential Financial shares in Q4 2024, an estimated $224K.
  • Cannell & Spears first reported a position in Prudential Financial in Q4 2021 and held it in 5 quarters.
  • Cannell & Spears's Prudential Financial position peaked at $314K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Cannell & Spears's 13F filing for Q4 2024, filed 12 Feb 2025.