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Morningstar Investment Services’s Prudential Financial PRU Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-1,933
Closed -$234K – 336
2024
Q3 		$234K Buy
1,933
+86
+5% +$10.2K ﹤0.01% 377
2024
Q2 		$217K Buy
+1,847
New +$213K ﹤0.01% 361
2024
Q1 		– Sell
-2,596
Closed -$271K – 401
2023
Q4 		$271K Buy
+2,596
New +$249K ﹤0.01% 363

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morningstar Investment Services's PRU Position: Q4 2024 in Review

Morningstar Investment Services sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,933 shares — an estimated $234K sold.

Morningstar Investment Services first reported a position in PRU in Q4 2023 and held it in 3 quarters. The position peaked at $271K in Q4 2023. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Morningstar Investment Services reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,933 Prudential Financial shares in Q4 2024, an estimated $234K.
  • Morningstar Investment Services first reported a position in Prudential Financial in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's Prudential Financial position peaked at $271K in Q4 2023.
  • 1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.