Harvest Fund Management’s Prudential Financial PRU Stock Holding History

Harvest Fund 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	-75	Closed	-$9K	–	796
2024 Q4	$9K	Hold	75	–	–	﹤0.01%	674
2024 Q3	$9K	Sell	75 -2,988	-98%	-$353K	﹤0.01%	523
2024 Q2	$359K	Buy	3,063 +1,512	+97%	+$175K	0.03%	271
2024 Q1	$182K	Buy	1,551 +1,326	+589%	+$143K	0.02%	339
2023 Q4	$23K	Hold	225	–	–	﹤0.01%	493
2023 Q3	$21K	Hold	225	–	–	﹤0.01%	478
2023 Q2	$20K	Sell	225 -142	-39%	-$11.9K	﹤0.01%	502
2023 Q1	$30K	Hold	367	–	–	0.01%	546
2022 Q4	$36K	Buy	367 +226	+160%	+$22.9K	0.01%	522
2022 Q3	$12K	Sell	141 -317	-69%	-$30.5K	﹤0.01%	628
2022 Q2	$44K	Hold	458	–	–	0.01%	430
2022 Q1	$54K	Hold	458	–	–	0.01%	419
2021 Q4	$49K	Hold	458	–	–	0.01%	461
2021 Q3	$48K	Hold	458	–	–	0.01%	416
2021 Q2	$47K	Buy	+458	New	+$46.8K	0.01%	441

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Harvest Fund Management's PRU Position: Q1 2025 in Review

Harvest Fund Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 75 shares — an estimated $9K sold.

Harvest Fund Management first reported a position in PRU in Q2 2021 and held it in 15 quarters. The position peaked at $359K in Q2 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Harvest Fund Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Harvest Fund Management sold 75 Prudential Financial shares in Q1 2025, an estimated $9K.
Harvest Fund Management first reported a position in Prudential Financial in Q2 2021 and held it in 15 quarters.
Harvest Fund Management's Prudential Financial position peaked at $359K in Q2 2024.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.