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Lebenthal Global Advisors’s Prudential Financial PRU Stock Holding History

Lebenthal Global Advisors’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
Q1 		– Sell
-2,489
Closed -$258K – 200
2023
Q4 		$258K Buy
+2,489
New +$239K 0.06% 167
2021
Q2 		– Sell
-5,108
Closed -$465K – 180
2021
Q1 		$465K Buy
5,108
+4,942
+2,977% +$423K 0.29% 56
2020
Q4 		$12K Buy
+166
New +$12K 0.01% 428

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lebenthal Global Advisors's PRU Position: Q1 2024 in Review

Lebenthal Global Advisors sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 2,489 shares — an estimated $258K sold.

Lebenthal Global Advisors first reported a position in PRU in Q4 2020 and held it in 3 quarters. The position peaked at $465K in Q1 2021. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Lebenthal Global Advisors reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,489 Prudential Financial shares in Q1 2024, an estimated $258K.
  • Lebenthal Global Advisors first reported a position in Prudential Financial in Q4 2020 and held it in 3 quarters.
  • Lebenthal Global Advisors's Prudential Financial position peaked at $465K in Q1 2021.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Lebenthal Global Advisors's 13F filing for Q1 2024, filed 9 May 2024.