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Lee Financial’s Prudential Financial PRU Stock Holding History

Lee Financial’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
-30
Closed -$3.11K – 648
2023
Q4 		$3.11K Buy
+30
New +$2.88K ﹤0.01% 646
2023
Q2 		– Sell
-36
Closed -$2.98K – 822
2023
Q1 		$2.98K Sell
36
-38
-51% -$3.63K ﹤0.01% 596
2022
Q4 		$7.36K Buy
74
+69
+1,380% +$6.99K ﹤0.01% 501
2022
Q3 		$0 Buy
+5
New +$481 ﹤0.01% 975
2022
Q2 		– Sell
-40
Closed -$5K – 966
2022
Q1 		$5K Sell
40
-50
-56% -$5.68K ﹤0.01% 516
2021
Q4 		$9K Buy
90
+50
+125% +$5.43K ﹤0.01% 522
2021
Q3 		$4K Buy
+40
New +$4.12K ﹤0.01% 522
2018
Q3 		– Sell
-139
Closed -$13K – 651
2018
Q2 		$13K Hold
139
– – ﹤0.01% 434
2018
Q1 		$14K Buy
139
+70
+101% +$7.89K ﹤0.01% 414
2017
Q4 		$8K Buy
+69
New +$7.75K ﹤0.01% 384

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

Lee Financial's PRU Position: Q1 2024 in Review

Lee Financial sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 30 shares — an estimated $3.11K sold.

Lee Financial first reported a position in PRU in Q4 2017 and held it in 10 quarters. The position peaked at $14K in Q1 2018. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Lee Financial reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 30 Prudential Financial shares in Q1 2024, an estimated $3.11K.
  • Lee Financial first reported a position in Prudential Financial in Q4 2017 and held it in 10 quarters.
  • Lee Financial's Prudential Financial position peaked at $14K in Q1 2018.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.