Edge Capital Group’s Prudential Financial PRU Stock Holding History

Edge Capital Group’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 Q1	–	Sell	-4,151	Closed	-$413K	–	421
2022 Q4	$413K	Sell	4,151 -15	-0.4%	-$1.52K	0.03%	208
2022 Q3	$357K	Buy	4,166 +4,137	+14,266%	+$398K	0.03%	216
2022 Q2	$4K	Sell	29 -3,984	-99%	-$422K	﹤0.01%	342
2022 Q1	$474K	Hold	4,013	–	–	0.03%	204
2021 Q4	$434K	Hold	4,013	–	–	0.03%	211
2021 Q3	$422K	Hold	4,013	–	–	0.03%	201
2021 Q2	$411K	Sell	4,013 -152	-4%	-$15.5K	0.03%	203
2021 Q1	$379K	Hold	4,165	–	–	0.03%	204
2020 Q4	$325K	Sell	4,165 -94	-2%	-$6.79K	0.03%	205
2020 Q3	$271K	Buy	4,259 +246	+6%	+$16.2K	0.03%	201
2020 Q2	$244K	Hold	4,013	–	–	0.03%	194
2020 Q1	$209K	Buy	4,013 +5	+0.1%	+$397	0.02%	196
2019 Q4	$376K	Hold	4,008	–	–	0.04%	187
2019 Q3	$361K	Sell	4,008 -10	-0.2%	-$906	0.04%	188
2019 Q2	$406K	Hold	4,018	–	–	0.04%	193
2019 Q1	$369K	Hold	4,018	–	–	0.04%	196
2018 Q4	$328K	Buy	+4,018	New	+$370K	0.04%	190

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

Edge Capital Group's PRU Position: Q1 2023 in Review

Edge Capital Group sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 4,151 shares — an estimated $413K sold.

Edge Capital Group first reported a position in PRU in Q4 2018 and held it in 17 quarters. The position peaked at $474K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

Edge Capital Group reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
Edge Capital Group sold 4,151 Prudential Financial shares in Q1 2023, an estimated $413K.
Edge Capital Group first reported a position in Prudential Financial in Q4 2018 and held it in 17 quarters.
Edge Capital Group's Prudential Financial position peaked at $474K in Q1 2022.
1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Edge Capital Group's 13F filing for Q1 2023, filed 4 May 2023.