Carmel Capital Partners’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-776
Closed -$64.2K 465
2023
Q1
$64.2K Buy
+776
New +$74.1K 0.04% 227
2022
Q2
Sell
-1,792
Closed -$212K 129
2022
Q1
$212K Buy
+1,792
New +$204K 0.18% 112

Other funds holding PRU

Carmel Capital Partners's PRU Position: Q2 2023 in Review

Carmel Capital Partners sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 776 shares — an estimated $64.2K sold.

Carmel Capital Partners first reported a position in PRU in Q1 2022 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Carmel Capital Partners reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 776 Prudential Financial shares in Q2 2023, an estimated $64.2K.
  • Carmel Capital Partners first reported a position in Prudential Financial in Q1 2022 and held it in 2 quarters.
  • Carmel Capital Partners's Prudential Financial position peaked at $212K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.