Perpetual Investment Management’s Prudential Financial PRU Stock Holding History

Perpetual 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
2022 Q4	$259K	Hold	2,600	–	–	0.03%	187
2022 Q3	$223K	Hold	2,600	–	–	0.03%	198
2022 Q2	$249K	Hold	2,600	–	–	0.04%	189
2022 Q1	$307K	Hold	2,600	–	–	0.04%	188
2021 Q4	$281K	Hold	2,600	–	–	0.03%	197
2021 Q3	$274K	Hold	2,600	–	–	0.03%	187
2021 Q2	$266K	Hold	2,600	–	–	0.04%	189
2021 Q1	$236K	Hold	2,600	–	–	0.04%	190
2020 Q4	$201K	Buy	+2,600	New	+$188K	0.03%	223

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's PRU Position: Q4 2022 in Review

Perpetual Investment Management held its Prudential Financial (PRU) position steady in Q4 2022 at 2,600 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #187.

Perpetual Investment Management first reported a position in PRU in Q4 2020 and has held it in 9 quarters since. The position peaked at $307K in Q1 2022. 1,221 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Perpetual Investment Management held 2,600 shares of Prudential Financial worth $259K as of Q4 2022.
Perpetual Investment Management left its Prudential Financial share count unchanged in Q4 2022.
Prudential Financial made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #187 holding.
Perpetual Investment Management first reported a position in Prudential Financial in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Prudential Financial position peaked at $307K in Q1 2022.
1,221 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.