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Harfst & Associates’s Prudential Financial PRU Stock Holding History

Harfst & Associates’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
Q2 		– Sell
-11,705
Closed -$968K – 99
2023
Q1 		$968K Buy
11,705
+196
+2% +$18.7K 0.28% 62
2022
Q4 		$1.14M Buy
11,509
+353
+3% +$35.8K 0.33% 60
2022
Q3 		$957K Buy
+11,156
New +$1.07M 0.29% 64

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Harfst & Associates's PRU Position: Q2 2023 in Review

Harfst & Associates sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 11,705 shares — an estimated $968K sold.

Harfst & Associates first reported a position in PRU in Q3 2022 and held it in 3 quarters. The position peaked at $1.14M in Q4 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Harfst & Associates reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Harfst & Associates sold 11,705 Prudential Financial shares in Q2 2023, an estimated $968K.
  • Harfst & Associates first reported a position in Prudential Financial in Q3 2022 and held it in 3 quarters.
  • Harfst & Associates's Prudential Financial position peaked at $1.14M in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Harfst & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.