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Lake Street Advisors Group’s Prudential Financial PRU Stock Holding History

Lake Street Advisors 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
Q4 		$441K Sell
3,719
-118
-3% -$14.6K 0.02% 350
2024
Q3 		$465K Buy
3,837
+219
+6% +$25.9K 0.02% 348
2024
Q2 		$424K Sell
3,618
-93
-3% -$10.7K 0.02% 357
2024
Q1 		$436K Sell
3,711
-5
-0.1% -$539 0.02% 366
2023
Q4 		$385K Buy
+3,716
New +$356K 0.02% 377
2021
Q3 		– Sell
-2,822
Closed -$305K – 377
2021
Q2 		$305K Buy
2,822
+51
+2% +$5.21K 0.02% 241
2021
Q1 		$252K Buy
2,771
+20
+0.7% +$1.71K 0.02% 264
2020
Q4 		$215K Buy
+2,751
New +$199K 0.02% 284
2020
Q1 		– Sell
-2,644
Closed -$248K – 276
2019
Q4 		$248K Buy
2,644
+208
+9% +$19.1K 0.02% 213
2019
Q3 		$219K Sell
2,436
-134
-5% -$12.1K 0.02% 199
2019
Q2 		$260K Sell
2,570
-152
-6% -$15.2K 0.03% 170
2019
Q1 		$250K Sell
2,722
-1,194
-30% -$110K 0.03% 177
2018
Q4 		$319K Buy
3,916
+1,817
+87% +$167K 0.04% 129
2018
Q3 		$213K Sell
2,099
-339
-14% -$33.4K 0.02% 194
2018
Q2 		$228K Buy
2,438
+39
+2% +$3.94K 0.02% 286
2018
Q1 		$248K Sell
2,399
-2
-0.1% -$225 0.03% 253
2017
Q4 		$276K Buy
+2,401
New +$270K 0.03% 241

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lake Street Advisors Group's PRU Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Prudential Financial (PRU) stake by 3.1% in Q4 2024, selling an estimated $14.6K and leaving 3,719 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #350.

Lake Street Advisors Group first reported a position in PRU in Q4 2017 and has held it in 17 quarters since. The position peaked at $465K in Q3 2024. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Lake Street Advisors Group held 3,719 shares of Prudential Financial worth $441K as of Q4 2024.
  • Lake Street Advisors Group sold 118 Prudential Financial shares in Q4 2024, an estimated $14.6K.
  • Prudential Financial made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #350 holding.
  • Lake Street Advisors Group first reported a position in Prudential Financial in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's Prudential Financial position peaked at $465K in Q3 2024.
  • 1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.