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McElhenny Sheffield Capital Management’s Prudential Financial PRU Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-38
Closed -$3.78K – 483
2022
Q4 		$3.78K Buy
+38
New +$3.85K ﹤0.01% 432

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McElhenny Sheffield Capital Management's PRU Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 38 shares — an estimated $3.78K sold.

McElhenny Sheffield Capital Management first reported a position in PRU in Q4 2022 and held it in 1 quarter. The position peaked at $3.78K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 38 Prudential Financial shares in Q1 2023, an estimated $3.78K.
  • McElhenny Sheffield Capital Management first reported a position in Prudential Financial in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Prudential Financial position peaked at $3.78K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.