CHA
PRU icon

Carmichael Hill & Associates’s Prudential Financial PRU Stock Holding History

Carmichael Hill & Associates’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 		$22.6K Sell
187
-40
-18% -$4.73K 0.01% 491
2024
Q2 		$26.6K Buy
227
+40
+21% +$4.62K 0.01% 442
2024
Q1 		$22K Hold
187
– – 0.01% 465
2023
Q4 		$19.4K Sell
187
-25
-12% -$2.4K 0.01% 483
2023
Q3 		$20.1K Hold
212
– – 0.01% 463
2023
Q2 		$18.7K Hold
212
– – 0.01% 482
2023
Q1 		$17.5K Hold
212
– – 0.01% 476
2022
Q4 		$21.1K Hold
212
– – 0.01% 458
2022
Q3 		$18K Hold
212
– – 0.01% 496
2022
Q2 		$20K Hold
212
– – 0.01% 472
2022
Q1 		$25K Hold
212
– – 0.01% 467
2021
Q4 		$23K Hold
212
– – 0.01% 499
2021
Q3 		$22K Sell
212
-40
-16% -$4.12K 0.01% 502
2021
Q2 		$26K Hold
252
– – 0.01% 481
2021
Q1 		$23K Hold
252
– – 0.01% 482
2020
Q4 		$20K Hold
252
– – 0.01% 472
2020
Q3 		$16K Hold
252
– – 0.01% 459
2020
Q2 		$15K Hold
252
– – 0.01% 448
2020
Q1 		$13K Hold
252
– – 0.01% 431
2019
Q4 		$24K Buy
+252
New +$23.1K 0.02% 376

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

Carmichael Hill & Associates's PRU Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Prudential Financial (PRU) stake by 18% in Q3 2024, selling an estimated $4.73K and leaving 187 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #491.

Carmichael Hill & Associates first reported a position in PRU in Q4 2019 and has held it in 20 quarters since. The position peaked at $26.6K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Carmichael Hill & Associates held 187 shares of Prudential Financial worth $22.6K as of Q3 2024.
  • Carmichael Hill & Associates sold 40 Prudential Financial shares in Q3 2024, an estimated $4.73K.
  • Prudential Financial made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #491 holding.
  • Carmichael Hill & Associates first reported a position in Prudential Financial in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Prudential Financial position peaked at $26.6K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.