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Freedom Investment Management’s Prudential Financial PRU Stock Holding History

Freedom Investment Management’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
-3,187
Closed -$378K – 802
2024
Q4 		$378K Sell
3,187
-291
-8% -$35.9K 0.03% 513
2024
Q3 		$421K Buy
3,478
+427
+14% +$50.5K 0.03% 485
2024
Q2 		$358K Buy
+3,051
New +$352K 0.03% 522
2021
Q4 		– Sell
-2,023
Closed -$213K – 902
2021
Q3 		$213K Sell
2,023
-259
-11% -$26.7K 0.02% 749
2021
Q2 		$234K Buy
+2,282
New +$233K 0.02% 778
2019
Q4 		– Sell
-3,277
Closed -$295K – 700
2019
Q3 		$295K Sell
3,277
-605
-16% -$54.8K 0.03% 516
2019
Q2 		$392K Sell
3,882
-261
-6% -$26K 0.03% 429
2019
Q1 		$381K Sell
4,143
-12,696
-75% -$1.17M 0.03% 448
2018
Q4 		$1.37M Buy
+16,839
New +$1.55M 0.11% 201
2017
Q4 		– Sell
-5,032
Closed -$535K – 1165
2017
Q3 		$535K Buy
+5,032
New +$538K 0.03% 562
2017
Q2 		– Sell
-2,791
Closed -$298K – 1115
2017
Q1 		$298K Buy
+2,791
New +$301K 0.02% 776

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

Freedom Investment Management's PRU Position: Q1 2025 in Review

Freedom Investment Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 3,187 shares — an estimated $378K sold.

Freedom Investment Management first reported a position in PRU in Q1 2017 and held it in 11 quarters. The position peaked at $1.37M in Q4 2018. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Freedom Investment Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,187 Prudential Financial shares in Q1 2025, an estimated $378K.
  • Freedom Investment Management first reported a position in Prudential Financial in Q1 2017 and held it in 11 quarters.
  • Freedom Investment Management's Prudential Financial position peaked at $1.37M in Q4 2018.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.