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New Vernon Investment Management’s Prudential Financial PRU Stock Holding History

New Vernon Investment 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
Q3 		– Sell
-33,053
Closed -$3.87M – 41
2024
Q2 		$3.87M Sell
33,053
-33,053
-50% -$3.81M 5.03% 5
2024
Q1 		$7.76M Buy
66,106
+26,778
+68% +$2.89M 6.59% 4
2023
Q4 		$4.08M Buy
+39,328
New +$3.77M 4.7% 11
2021
Q2 		– Sell
-22,961
Closed -$2.09M – 37
2021
Q1 		$2.09M Hold
22,961
– – 3.47% 10
2020
Q4 		$1.79M Hold
22,961
– – 3.41% 11
2020
Q3 		$1.46M Hold
22,961
– – 3.28% 13
2020
Q2 		$1.4M Sell
22,961
-12,880
-36% -$756K 3.51% 12
2020
Q1 		$1.87M Buy
35,841
+11,947
+50% +$950K 4.88% 6
2019
Q4 		$2.24M Hold
23,894
– – 4.76% 7
2019
Q3 		$2.15M Sell
23,894
-7,965
-25% -$722K 4.5% 9
2019
Q2 		$3.22M Hold
31,859
– – 6.36% 5
2019
Q1 		$2.93M Buy
+31,859
New +$2.94M 7.02% 3

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Vernon Investment Management's PRU Position: Q3 2024 in Review

New Vernon Investment Management sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 33,053 shares — an estimated $3.87M sold.

New Vernon Investment Management first reported a position in PRU in Q1 2019 and held it in 12 quarters. The position peaked at $7.76M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • New Vernon Investment Management reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • New Vernon Investment Management sold 33,053 Prudential Financial shares in Q3 2024, an estimated $3.87M.
  • New Vernon Investment Management first reported a position in Prudential Financial in Q1 2019 and held it in 12 quarters.
  • New Vernon Investment Management's Prudential Financial position peaked at $7.76M in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on New Vernon Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.