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Moran Wealth Management’s Prudential Financial PRU Stock Holding History

Moran Wealth 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
Q3 		– Sell
-115,049
Closed -$10.1M – 413
2023
Q2 		$10.1M Sell
115,049
-95,432
-45% -$7.98M 0.38% 94
2023
Q1 		$17.4M Buy
210,481
+111,590
+113% +$10.7M 0.66% 52
2022
Q4 		$9.84M Buy
+98,891
New +$10M 0.37% 89

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moran Wealth Management's PRU Position: Q3 2023 in Review

Moran Wealth Management sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 115,049 shares — an estimated $10.1M sold.

Moran Wealth Management first reported a position in PRU in Q4 2022 and held it in 3 quarters. The position peaked at $17.4M in Q1 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Moran Wealth Management reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 115,049 Prudential Financial shares in Q3 2023, an estimated $10.1M.
  • Moran Wealth Management first reported a position in Prudential Financial in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Prudential Financial position peaked at $17.4M in Q1 2023.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.