Kula Investments’s Prudential Financial PRU Stock Holding History

Kula Investments’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	-9,048	Closed	-$219K	–	810
2022 Q4	$219K	Buy	+9,048	New	+$916K	0.06%	498

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

Kula Investments's PRU Position: Q1 2023 in Review

Kula Investments sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 9,048 shares — an estimated $219K sold.

Kula Investments first reported a position in PRU in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

Kula Investments reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 9,048 Prudential Financial shares in Q1 2023, an estimated $219K.
Kula Investments first reported a position in Prudential Financial in Q4 2022 and held it in 1 quarter.
Kula Investments's Prudential Financial position peaked at $219K in Q4 2022.
1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.