LM Advisors’s Prudential Financial PRU Stock Holding History

LM 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	-588	Closed	-$61K	–	592
2023 Q4	$61K	Buy	+588	New	+$56.4K	0.01%	299

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LM Advisors's PRU Position: Q1 2024 in Review

LM Advisors sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 588 shares — an estimated $61K sold.

LM Advisors first reported a position in PRU in Q4 2023 and held it in 1 quarter. The position peaked at $61K in Q4 2023. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

LM Advisors reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 588 Prudential Financial shares in Q1 2024, an estimated $61K.
LM Advisors first reported a position in Prudential Financial in Q4 2023 and held it in 1 quarter.
LM Advisors's Prudential Financial position peaked at $61K in Q4 2023.
1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.