KFS
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Kelly Financial Services’s Prudential Financial PRU Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-231
Closed -$27K – 586
2024
Q2 		$27K Buy
231
+1
+0.4% +$115 0.01% 288
2024
Q1 		$27K Buy
230
+1
+0.4% +$108 0.01% 288
2023
Q4 		$23.8K Hold
229
– – 0.01% 283
2023
Q3 		$21.7K Buy
229
+1
+0.4% +$95 0.01% 272
2023
Q2 		$20.1K Sell
228
-35
-13% -$2.93K 0.01% 286
2023
Q1 		$21.7K Buy
263
+1
+0.4% +$95 0.01% 271
2022
Q4 		$26K Buy
262
+1
+0.4% +$101 0.01% 243
2022
Q3 		$22.4K Buy
261
+1
+0.4% +$96 0.01% 246
2022
Q2 		$24.9K Hold
260
– – 0.01% 233
2022
Q1 		$30.7K Buy
260
+1
+0.4% +$114 0.01% 230
2021
Q4 		$28K Hold
259
– – 0.01% 232
2021
Q3 		$27.3K Sell
259
-26,249
-99% -$2.71M 0.02% 221
2021
Q2 		$259K Buy
26,508
+26,250
+10,174% +$2.68M 0.01% 269
2021
Q1 		$23.5K Buy
258
+1
+0.4% +$86 0.01% 204
2020
Q4 		$20.1K Hold
257
– – 0.01% 193
2020
Q3 		$16.3K Sell
257
-267
-51% -$17.6K 0.01% 200
2020
Q2 		$31.9K Buy
524
+5
+1% +$294 0.02% 123
2020
Q1 		$27.1K Buy
519
+6
+1% +$477 0.03% 115
2019
Q4 		$48.1K Buy
513
+3
+0.6% +$275 0.04% 86
2019
Q3 		$45.9K Buy
510
+4
+0.8% +$363 0.04% 86
2019
Q2 		$51.1K Buy
506
+3
+0.6% +$299 0.05% 76
2019
Q1 		$46.2K Buy
+503
New +$46.4K 0.05% 82

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelly Financial Services's PRU Position: Q3 2024 in Review

Kelly Financial Services sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 231 shares — an estimated $27K sold.

Kelly Financial Services first reported a position in PRU in Q1 2019 and held it in 22 quarters. The position peaked at $259K in Q2 2021. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Kelly Financial Services reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 231 Prudential Financial shares in Q3 2024, an estimated $27K.
  • Kelly Financial Services first reported a position in Prudential Financial in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Prudential Financial position peaked at $259K in Q2 2021.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.