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Narwhal Capital Management’s Prudential Financial PRU Stock Holding History

Narwhal 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
Q4 		– Sell
-1,666
Closed -$202K – 168
2024
Q3 		$202K Buy
+1,666
New +$197K 0.02% 158
2016
Q1 		– Sell
-5,630
Closed -$458K – 136
2015
Q4 		$458K Hold
5,630
– – 0.16% 108
2015
Q3 		$429K Sell
5,630
-12,620
-69% -$1.06M 0.16% 113
2015
Q2 		$1.6M Buy
18,250
+35
+0.2% +$2.97K 0.58% 58
2015
Q1 		$1.46M Buy
+18,215
New +$1.48M 0.54% 67

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 $1.61T 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Narwhal Capital Management's PRU Position: Q4 2024 in Review

Narwhal Capital Management sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,666 shares — an estimated $202K sold.

Narwhal Capital Management first reported a position in PRU in Q1 2015 and held it in 5 quarters. The position peaked at $1.6M in Q2 2015. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Narwhal Capital Management reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Narwhal Capital Management sold 1,666 Prudential Financial shares in Q4 2024, an estimated $202K.
  • Narwhal Capital Management first reported a position in Prudential Financial in Q1 2015 and held it in 5 quarters.
  • Narwhal Capital Management's Prudential Financial position peaked at $1.6M in Q2 2015.
  • 1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Narwhal Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.