KIG
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Kowal Investment Group’s Prudential Financial PRU Stock Holding History

Kowal Investment Group’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 		$858K Sell
7,087
-10
-0.1% -$1.18K 0.16% 85
2024
Q2 		$832K Buy
7,097
+191
+3% +$22K 0.17% 80
2024
Q1 		$811K Buy
6,906
+1,451
+27% +$156K 0.18% 76
2023
Q4 		$566K Sell
5,455
-702
-11% -$67.3K 0.13% 85
2023
Q3 		$584K Buy
6,157
+189
+3% +$17.9K 0.16% 75
2023
Q2 		$527K Buy
5,968
+30
+0.5% +$2.51K 0.14% 77
2023
Q1 		$491K Buy
5,938
+1,167
+24% +$111K 0.14% 76
2022
Q4 		$475K Sell
4,771
-304
-6% -$30.8K 0.14% 83
2022
Q3 		$435K Buy
5,075
+736
+17% +$70.8K 0.15% 77
2022
Q2 		$415K Buy
4,339
+1,837
+73% +$194K 0.14% 72
2022
Q1 		$296K Buy
+2,502
New +$284K 0.09% 95
2021
Q4 		– Sell
-444
Closed -$47K – 722
2021
Q3 		$47K Buy
+444
New +$45.8K 0.01% 252

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

Kowal Investment Group's PRU Position: Q3 2024 in Review

Kowal Investment Group reduced its Prudential Financial (PRU) stake by 0.14% in Q3 2024, selling an estimated $1.18K and leaving 7,087 shares worth $858K. The position accounts for 0.16% of the portfolio, ranked #85.

Kowal Investment Group first reported a position in PRU in Q3 2021 and has held it in 12 quarters since. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Kowal Investment Group held 7,087 shares of Prudential Financial worth $858K as of Q3 2024.
  • Kowal Investment Group sold 10 Prudential Financial shares in Q3 2024, an estimated $1.18K.
  • Prudential Financial made up 0.16% of Kowal Investment Group's portfolio in Q3 2024, its #85 holding.
  • Kowal Investment Group first reported a position in Prudential Financial in Q3 2021 and has held it in 12 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.