Parsons Capital Management’s Prudential Financial PRU Stock Holding History

Parsons 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
2023 Q1	–	Sell	-2,020	Closed	-$201K	–	430
2022 Q4	$201K	Buy	+2,020	New	+$205K	0.02%	406
2022 Q2	–	Sell	-1,870	Closed	-$221K	–	429
2022 Q1	$221K	Buy	+1,870	New	+$213K	0.02%	404
2015 Q2	–	Sell	-2,112	Closed	-$170K	–	485
2015 Q1	$170K	Buy	+2,112	New	+$171K	0.02%	332

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Parsons Capital Management's PRU Position: Q1 2023 in Review

Parsons Capital Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,020 shares — an estimated $201K sold.

Parsons Capital Management first reported a position in PRU in Q1 2015 and held it in 3 quarters. The position peaked at $221K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

Parsons Capital Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
Parsons Capital Management sold 2,020 Prudential Financial shares in Q1 2023, an estimated $201K.
Parsons Capital Management first reported a position in Prudential Financial in Q1 2015 and held it in 3 quarters.
Parsons Capital Management's Prudential Financial position peaked at $221K in Q1 2022.
1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Parsons Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.