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Heartland Bank & Trust’s Prudential Financial PRU Stock Holding History

Heartland Bank & Trust’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
2022
Q4 		– Sell
-6,634
Closed -$569K – 149
2022
Q3 		$569K Buy
6,634
+34
+0.5% +$3.27K 0.54% 62
2022
Q2 		$631K Buy
6,600
+20
+0.3% +$2.12K 0.56% 62
2022
Q1 		$778K Sell
6,580
-164
-2% -$18.6K 0.59% 56
2021
Q4 		$730K Buy
6,744
+125
+2% +$13.6K 0.54% 55
2021
Q3 		$696K Buy
+6,619
New +$682K 0.6% 50

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Heartland Bank & Trust's PRU Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 6,634 shares — an estimated $569K sold.

Heartland Bank & Trust first reported a position in PRU in Q3 2021 and held it in 5 quarters. The position peaked at $778K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 6,634 Prudential Financial shares in Q4 2022, an estimated $569K.
  • Heartland Bank & Trust first reported a position in Prudential Financial in Q3 2021 and held it in 5 quarters.
  • Heartland Bank & Trust's Prudential Financial position peaked at $778K in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.