HighTower Trust’s Prudential Financial PRU Stock Holding History

HighTower 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
2023 Q1	–	Sell	-5,494	Closed	-$540K	–	229
2022 Q4	$540K	Buy	5,494 +139	+3%	+$14.1K	0.05%	148
2022 Q3	$459K	Buy	+5,355	New	+$515K	0.05%	146
2022 Q1	–	Sell	-4,847	Closed	-$525K	–	235
2021 Q4	$525K	Buy	+4,847	New	+$526K	0.05%	150

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

HighTower Trust's PRU Position: Q1 2023 in Review

HighTower Trust sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 5,494 shares — an estimated $540K sold.

HighTower Trust first reported a position in PRU in Q4 2021 and held it in 3 quarters. The position peaked at $540K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

HighTower Trust reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
HighTower Trust sold 5,494 Prudential Financial shares in Q1 2023, an estimated $540K.
HighTower Trust first reported a position in Prudential Financial in Q4 2021 and held it in 3 quarters.
HighTower Trust's Prudential Financial position peaked at $540K in Q4 2022.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.