Mirabella Financial Services’s Prudential Financial PRU Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-10,500	Closed	-$1.23M	–	403
2024 Q2	$1.23M	Buy	+10,500	New	+$1.21M	0.09%	127
2023 Q1	–	Sell	-3,531	Closed	-$351K	–	562
2022 Q4	$351K	Sell	3,531 -4,302	-55%	-$436K	0.03%	236
2022 Q3	$676K	Buy	7,833 +3,462	+79%	+$333K	0.07%	137
2022 Q2	$419K	Buy	+4,371	New	+$463K	0.04%	265
2022 Q1	–	Sell	-5,211	Closed	-$564K	–	661
2021 Q4	$564K	Buy	+5,211	New	+$566K	0.06%	226
2021 Q3	–	Sell	-29,420	Closed	-$3.02M	–	525
2021 Q2	$3.02M	Buy	+29,420	New	+$3.01M	0.54%	64
2020 Q4	–	Sell	-7,973	Closed	-$506K	–	450
2020 Q3	$506K	Buy	+7,973	New	+$524K	0.07%	137

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Mirabella Financial Services's PRU Position: Q3 2024 in Review

Mirabella Financial Services sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 10,500 shares — an estimated $1.23M sold.

Mirabella Financial Services first reported a position in PRU in Q3 2020 and held it in 7 quarters. The position peaked at $3.02M in Q2 2021. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Mirabella Financial Services reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 10,500 Prudential Financial shares in Q3 2024, an estimated $1.23M.
Mirabella Financial Services first reported a position in Prudential Financial in Q3 2020 and held it in 7 quarters.
Mirabella Financial Services's Prudential Financial position peaked at $3.02M in Q2 2021.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.