DoubleLine ETF Adviser’s Prudential Financial PRU Stock Holding History

DoubleLine ETF Adviser’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	-5,765	Closed	-$698K	–	203
2024 Q3	$698K	Sell	5,765 -411	-7%	-$48.6K	0.17%	132
2024 Q2	$724K	Sell	6,176 -264	-4%	-$30.5K	0.19%	105
2024 Q1	$756K	Buy	6,440 +379	+6%	+$40.8K	0.19%	121
2023 Q4	$629K	Buy	6,061 +469	+8%	+$45K	0.18%	120
2023 Q3	$531K	Buy	5,592 +311	+6%	+$29.4K	0.19%	100
2023 Q2	$466K	Buy	5,281 +1,138	+27%	+$95.2K	0.17%	111
2023 Q1	$343K	Sell	4,143 -1,058	-20%	-$101K	0.15%	140
2022 Q4	$517K	Buy	+5,201	New	+$527K	0.27%	98

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

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

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

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

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

DoubleLine ETF Adviser's PRU Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 5,765 shares — an estimated $698K sold.

DoubleLine ETF Adviser first reported a position in PRU in Q4 2022 and held it in 8 quarters. The position peaked at $756K in Q1 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

DoubleLine ETF Adviser reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
DoubleLine ETF Adviser sold 5,765 Prudential Financial shares in Q4 2024, an estimated $698K.
DoubleLine ETF Adviser first reported a position in Prudential Financial in Q4 2022 and held it in 8 quarters.
DoubleLine ETF Adviser's Prudential Financial position peaked at $756K in Q1 2024.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.