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Convergence Investment Partners’s Prudential Financial PRU Stock Holding History

Convergence Investment Partners’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
2025
Q1 		– Sell
-14,175
Closed -$1.68M – 295
2024
Q4 		$1.68M Buy
14,175
+3,396
+32% +$419K 0.38% 89
2024
Q3 		$1.31M Sell
10,779
-8,620
-44% -$1.02M 0.35% 94
2024
Q2 		$2.27M Buy
19,399
+10,609
+121% +$1.22M 0.66% 38
2024
Q1 		$1.03M Sell
8,790
-451
-5% -$48.6K 0.4% 81
2023
Q4 		$958K Sell
9,241
-1,665
-15% -$160K 0.5% 73
2023
Q3 		$1.03M Sell
10,906
-623
-5% -$58.9K 0.61% 61
2023
Q2 		$1.02M Sell
11,529
-416
-3% -$34.8K 0.58% 63
2023
Q1 		$988K Sell
11,945
-1,602
-12% -$153K 0.58% 65
2022
Q4 		$1.35M Sell
13,547
-110
-0.8% -$11.1K 0.8% 39
2022
Q3 		$1.17M Sell
13,657
-3,398
-20% -$327K 0.77% 44
2022
Q2 		$1.63M Buy
17,055
+306
+2% +$32.4K 0.99% 30
2022
Q1 		$1.98M Sell
16,749
-1,135
-6% -$129K 1.02% 28
2021
Q4 		$1.94M Buy
17,884
+1,402
+9% +$152K 0.99% 28
2021
Q3 		$1.73M Sell
16,482
-6,138
-27% -$633K 0.93% 28
2021
Q2 		$2.32M Sell
22,620
-11
-0% -$1.12K 1% 25
2021
Q1 		$2.06M Sell
22,631
-2,655
-10% -$227K 0.94% 34
2020
Q4 		$1.97M Sell
25,286
-10,578
-29% -$764K 0.99% 26
2020
Q3 		$2.28M Sell
35,864
-2,008
-5% -$132K 0.79% 32
2020
Q2 		$2.31M Buy
37,872
+6,476
+21% +$380K 0.79% 33
2020
Q1 		$1.64M Sell
31,396
-1,630
-5% -$130K 0.72% 39
2019
Q4 		$3.1M Sell
33,026
-494
-1% -$45.4K 0.88% 30
2019
Q3 		$3.02M Sell
33,520
-1,910
-5% -$173K 0.84% 29
2019
Q2 		$3.58M Sell
35,430
-2,581
-7% -$257K 0.86% 28
2019
Q1 		$3.49M Buy
38,011
+6,313
+20% +$582K 0.76% 30
2018
Q4 		$2.58M Sell
31,698
-6,740
-18% -$621K 0.59% 46
2018
Q3 		$3.9M Sell
38,438
-5,022
-12% -$495K 0.79% 25
2018
Q2 		$4.06M Buy
43,460
+3,287
+8% +$332K 0.57% 57
2018
Q1 		$4.16M Buy
40,173
+24,491
+156% +$2.76M 0.54% 49
2017
Q4 		$1.8M Sell
15,682
-184
-1% -$20.7K 0.24% 146
2017
Q3 		$1.69M Sell
15,866
-1,056
-6% -$113K 0.24% 160
2017
Q2 		$1.83M Sell
16,922
-17,528
-51% -$1.86M 0.27% 143
2017
Q1 		$3.67M Sell
34,450
-717
-2% -$77.4K 0.52% 55
2016
Q4 		$3.66M Buy
35,167
+17,087
+95% +$1.62M 0.5% 54
2016
Q3 		$1.48M Buy
18,080
+981
+6% +$75.3K 0.22% 178
2016
Q2 		$1.22M Buy
17,099
+4,325
+34% +$326K 0.17% 219
2016
Q1 		$923K Sell
12,774
-30,218
-70% -$2.11M 0.11% 258
2015
Q4 		$3.5M Sell
42,992
-10,384
-19% -$858K 0.39% 92
2015
Q3 		$4.07M Buy
53,376
+636
+1% +$53.4K 0.47% 70
2015
Q2 		$4.62M Buy
52,740
+28,780
+120% +$2.44M 0.45% 69
2015
Q1 		$1.92M Buy
23,960
+12,655
+112% +$1.03M 0.27% 136
2014
Q4 		$1.02M Buy
11,305
+8,750
+342% +$752K 0.14% 246
2014
Q3 		$225K Sell
2,555
-281
-10% -$25.1K 0.03% 335
2014
Q2 		$252K Buy
2,836
+28
+1% +$2.35K 0.03% 333
2014
Q1 		$238K Hold
2,808
– – 0.04% 330
2013
Q4 		$259K Sell
2,808
-415
-13% -$35.4K 0.04% 326
2013
Q3 		$251K Sell
3,223
-67,657
-95% -$5.31M 0.05% 261
2013
Q2 		$5.18M Buy
+70,880
New +$4.6M 1.34% 9

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Convergence Investment Partners's PRU Position: Q1 2025 in Review

Convergence Investment Partners sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 14,175 shares — an estimated $1.68M sold.

Convergence Investment Partners first reported a position in PRU in Q2 2013 and held it in 47 quarters. The position peaked at $5.18M in Q2 2013. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Convergence Investment Partners reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 14,175 Prudential Financial shares in Q1 2025, an estimated $1.68M.
  • Convergence Investment Partners first reported a position in Prudential Financial in Q2 2013 and held it in 47 quarters.
  • Convergence Investment Partners's Prudential Financial position peaked at $5.18M in Q2 2013.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.