O'Rourke & Company’s Prudential Financial PRU Stock Holding History

O'Rourke & Company’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
2022 Q1	–	Sell	-1,960	Closed	-$212K	–	126
2021 Q4	$212K	Buy	+1,960	New	+$213K	0.14%	117

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

O'Rourke & Company's PRU Position: Q1 2022 in Review

O'Rourke & Company sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 1,960 shares — an estimated $212K sold.

O'Rourke & Company first reported a position in PRU in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

O'Rourke & Company reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
O'Rourke & Company sold 1,960 Prudential Financial shares in Q1 2022, an estimated $212K.
O'Rourke & Company first reported a position in Prudential Financial in Q4 2021 and held it in 1 quarter.
O'Rourke & Company's Prudential Financial position peaked at $212K in Q4 2021.
1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on O'Rourke & Company's 13F filing for Q1 2022, filed 16 May 2022.