EdgeRock Capital’s Prudential Financial PRU Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-80	Closed	-$7K	–	306
2022 Q3	$7K	Buy	+80	New	+$7.7K	﹤0.01%	219

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

EdgeRock Capital's PRU Position: Q4 2022 in Review

EdgeRock Capital sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 80 shares — an estimated $7K sold.

EdgeRock Capital first reported a position in PRU in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

EdgeRock Capital reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 80 Prudential Financial shares in Q4 2022, an estimated $7K.
EdgeRock Capital first reported a position in Prudential Financial in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Prudential Financial position peaked at $7K in Q3 2022.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.