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GYL Financial Synergies’s Prudential Financial PRU Stock Holding History

GYL Financial Synergies’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
Q3 		$225K Sell
1,858
-15
-0.8% -$1.77K 0.02% 345
2024
Q2 		$219K Buy
+1,873
New +$216K 0.02% 349

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's PRU Position: Q3 2024 in Review

GYL Financial Synergies reduced its Prudential Financial (PRU) stake by 0.8% in Q3 2024, selling an estimated $1.77K and leaving 1,858 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #345.

GYL Financial Synergies first reported a position in PRU in Q2 2024 and has held it in 2 quarters since. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • GYL Financial Synergies held 1,858 shares of Prudential Financial worth $225K as of Q3 2024.
  • GYL Financial Synergies sold 15 Prudential Financial shares in Q3 2024, an estimated $1.77K.
  • Prudential Financial made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #345 holding.
  • GYL Financial Synergies first reported a position in Prudential Financial in Q2 2024 and has held it in 2 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.