M&R Capital Management’s Prudential Financial PRU Stock Holding History

M&R Capital Management’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	-27	Closed	-$2.8K	–	616
2023 Q4	$2.8K	Sell	27 -85	-76%	-$8.15K	﹤0.01%	528
2023 Q3	$10.6K	Sell	112 -300	-73%	-$28.4K	﹤0.01%	374
2023 Q2	$36.3K	Hold	412	–	–	0.01%	268
2023 Q1	$34.1K	Hold	412	–	–	0.01%	258
2022 Q4	$41K	Hold	412	–	–	0.01%	240
2022 Q3	$35K	Hold	412	–	–	0.01%	242
2022 Q2	$39K	Hold	412	–	–	0.01%	245
2022 Q1	$48K	Buy	+412	New	+$46.8K	0.01%	239
2021 Q3	–	Sell	-53	Closed	-$5K	–	430
2021 Q2	$5K	Hold	53	–	–	﹤0.01%	375
2021 Q1	$4K	Hold	53	–	–	﹤0.01%	376
2020 Q4	$4K	Hold	53	–	–	﹤0.01%	398
2020 Q3	$3K	Hold	53	–	–	﹤0.01%	424
2020 Q2	$3K	Hold	53	–	–	﹤0.01%	426
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	437
2019 Q4	$4K	Sell	53 -443	-89%	-$40.7K	﹤0.01%	435
2019 Q3	$44K	Sell	496 -100	-17%	-$9.06K	0.01%	286
2019 Q2	$60K	Hold	596	–	–	0.01%	254
2019 Q1	$61K	Hold	596	–	–	0.01%	254
2018 Q4	$48K	Buy	596 +31	+5%	+$2.85K	0.01%	266
2018 Q3	$57K	Hold	565	–	–	0.01%	271
2018 Q2	$52K	Hold	565	–	–	0.01%	279
2018 Q1	$58K	Hold	565	–	–	0.01%	279
2017 Q4	$64K	Buy	565 +53	+10%	+$5.95K	0.01%	281
2017 Q3	$54K	Sell	512 -1,000	-66%	-$107K	0.01%	293
2017 Q2	$159K	Hold	1,512	–	–	0.04%	200
2017 Q1	$161K	Sell	1,512 -100	-6%	-$10.8K	0.04%	198
2016 Q4	$167K	Buy	1,612 +512	+47%	+$48.5K	0.05%	188
2016 Q3	$89K	Hold	1,100	–	–	0.03%	224
2016 Q2	$78K	Buy	+1,100	New	+$83K	0.02%	239

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

M&R Capital Management's PRU Position: Q1 2024 in Review

M&R Capital Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 27 shares — an estimated $2.8K sold.

M&R Capital Management first reported a position in PRU in Q2 2016 and held it in 29 quarters. The position peaked at $167K in Q4 2016. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

M&R Capital Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 27 Prudential Financial shares in Q1 2024, an estimated $2.8K.
M&R Capital Management first reported a position in Prudential Financial in Q2 2016 and held it in 29 quarters.
M&R Capital Management's Prudential Financial position peaked at $167K in Q4 2016.
1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.