Hamilton Capital’s Prudential Financial PRU Stock Holding History

Hamilton 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
2023 Q1	–	Sell	-2,288	Closed	-$228K	–	144
2022 Q4	$228K	Buy	+2,288	New	+$232K	0.01%	124
2022 Q3	–	Sell	-3,463	Closed	-$331K	–	115
2022 Q2	$331K	Buy	3,463 +237	+7%	+$25.1K	0.02%	69
2022 Q1	$381K	Buy	3,226 +1,313	+69%	+$149K	0.02%	69
2021 Q4	$207K	Buy	+1,913	New	+$208K	0.02%	141

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

Hamilton Capital's PRU Position: Q1 2023 in Review

Hamilton Capital sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,288 shares — an estimated $228K sold.

Hamilton Capital first reported a position in PRU in Q4 2021 and held it in 4 quarters. The position peaked at $381K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

Hamilton Capital reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
Hamilton Capital sold 2,288 Prudential Financial shares in Q1 2023, an estimated $228K.
Hamilton Capital first reported a position in Prudential Financial in Q4 2021 and held it in 4 quarters.
Hamilton Capital's Prudential Financial position peaked at $381K in Q1 2022.
1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Hamilton Capital's 13F filing for Q1 2023, filed 3 May 2023.