Disciplined Investments’s Prudential Financial PRU Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-29	Closed	-$2.56K	–	1193
2023 Q2	$2.56K	Sell	29 -9	-24%	-$753	﹤0.01%	566
2023 Q1	$3.14K	Buy	38 +13	+52%	+$1.24K	﹤0.01%	515
2022 Q4	$2.49K	Sell	25 -53	-68%	-$5.37K	﹤0.01%	553
2022 Q3	$7K	Sell	78 -95	-55%	-$9.14K	﹤0.01%	393
2022 Q2	$17K	Buy	173 +6	+4%	+$635	0.01%	336
2022 Q1	$20K	Buy	167 +111	+198%	+$12.6K	0.01%	328
2021 Q4	$6K	Hold	56	–	–	﹤0.01%	389
2021 Q3	$6K	Hold	56	–	–	﹤0.01%	336
2021 Q2	$6K	Hold	56	–	–	﹤0.01%	326
2021 Q1	$5K	Buy	+56	New	+$4.79K	﹤0.01%	299
2020 Q4	–	Sell	-56	Closed	-$4K	–	390
2020 Q3	$4K	Hold	56	–	–	﹤0.01%	314
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	340
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	350
2019 Q4	$5K	Buy	+56	New	+$5.14K	﹤0.01%	341

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's PRU Position: Q3 2023 in Review

Disciplined Investments sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 29 shares — an estimated $2.56K sold.

Disciplined Investments first reported a position in PRU in Q4 2019 and held it in 14 quarters. The position peaked at $20K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

Disciplined Investments reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 29 Prudential Financial shares in Q3 2023, an estimated $2.56K.
Disciplined Investments first reported a position in Prudential Financial in Q4 2019 and held it in 14 quarters.
Disciplined Investments's Prudential Financial position peaked at $20K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.