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Laffer Tengler Investments’s Prudential Financial PRU Stock Holding History

Laffer Tengler 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
2024
Q3 		– Sell
-852
Closed -$99.8K – 307
2024
Q2 		$99.8K Buy
852
+12
+1% +$1.39K 0.02% 209
2024
Q1 		$98.6K Buy
840
+153
+22% +$16.5K 0.03% 196
2023
Q4 		$71.2K Sell
687
-3
-0.4% -$288 0.02% 197
2023
Q3 		$65.5K Sell
690
-812
-54% -$76.8K 0.02% 203
2023
Q2 		$133K Sell
1,502
-42
-3% -$3.51K 0.04% 233
2023
Q1 		$128K Buy
1,544
+299
+24% +$28.5K 0.03% 246
2022
Q4 		$124K Buy
1,245
+526
+73% +$53.3K 0.04% 235
2022
Q3 		$61.7K Hold
719
– – 0.02% 252
2022
Q2 		$68.8K Hold
719
– – 0.02% 247
2022
Q1 		$85K Hold
719
– – 0.03% 264
2021
Q4 		$77.8K Hold
719
– – 0.02% 267
2021
Q3 		$75.6K Buy
719
+9
+1% +$927 0.02% 307
2021
Q2 		$72.8K Buy
710
+5
+0.7% +$511 0.03% 225
2021
Q1 		$64.2K Sell
705
-104
-13% -$8.9K 0.02% 263
2020
Q4 		$62.7K Buy
+809
New +$58.5K 0.03% 244
2019
Q2 		– Sell
-22,967
Closed -$2.11M – 160
2019
Q1 		$2.11M Hold
22,967
– – 0.57% 84
2018
Q4 		$1.87M Hold
22,967
– – 0.55% 89
2018
Q3 		$2.33M Hold
22,967
– – 0.58% 83
2018
Q2 		$2.15M Hold
22,967
– – 0.55% 100
2018
Q1 		$2.38M Buy
22,967
+3,400
+17% +$383K 0.59% 74
2017
Q4 		$2.25M Hold
19,567
– – 0.56% 67
2017
Q3 		$2.08M Sell
19,567
-1,420
-7% -$152K 0.55% 82
2017
Q2 		$2.27M Hold
20,987
– – 0.58% 61
2017
Q1 		$2.24M Hold
20,987
– – 0.59% 51
2016
Q4 		$2.18M Buy
20,987
+1,500
+8% +$142K 0.59% 46
2016
Q3 		$1.59M Hold
19,487
– – 0.44% 80
2016
Q2 		$1.39M Buy
19,487
+18,876
+3,089% +$1.42M 0.4% 94
2016
Q1 		$44.1K Buy
+611
New +$42.6K 0.01% 210
2015
Q4 		– Hold
0
– – – 181

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laffer Tengler Investments's PRU Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 852 shares — an estimated $99.8K sold.

Laffer Tengler Investments first reported a position in PRU in Q1 2016 and held it in 28 quarters. The position peaked at $2.38M in Q1 2018. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 852 Prudential Financial shares in Q3 2024, an estimated $99.8K.
  • Laffer Tengler Investments first reported a position in Prudential Financial in Q1 2016 and held it in 28 quarters.
  • Laffer Tengler Investments's Prudential Financial position peaked at $2.38M in Q1 2018.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.