Physicians Financial Services’s Prudential Financial PRU Stock Holding History

Physicians Financial Services’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 Q2	–	Sell	-2,750	Closed	-$323K	–	110
2024 Q1	$323K	Sell	2,750 -100	-4%	-$10.8K	0.11%	92
2023 Q4	$296K	Sell	2,850 -250	-8%	-$24K	0.11%	94
2023 Q3	$294K	Sell	3,100 -100	-3%	-$9.46K	0.12%	95
2023 Q2	$282K	Hold	3,200	–	–	0.11%	99
2023 Q1	$265K	Hold	3,200	–	–	0.11%	100
2022 Q4	$318K	Hold	3,200	–	–	0.14%	90
2022 Q3	$274K	Hold	3,200	–	–	0.13%	91
2022 Q2	$306K	Sell	3,200 -150	-4%	-$15.9K	0.14%	94
2022 Q1	$396K	Hold	3,350	–	–	0.15%	91
2021 Q4	$363K	Hold	3,350	–	–	0.13%	97
2021 Q3	$352K	Buy	3,350 +200	+6%	+$20.6K	0.14%	97
2021 Q2	$323K	Buy	+3,150	New	+$322K	0.13%	99

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Physicians Financial Services's PRU Position: Q2 2024 in Review

Physicians Financial Services sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 2,750 shares — an estimated $323K sold.

Physicians Financial Services first reported a position in PRU in Q2 2021 and held it in 12 quarters. The position peaked at $396K in Q1 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

Physicians Financial Services reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
Physicians Financial Services sold 2,750 Prudential Financial shares in Q2 2024, an estimated $323K.
Physicians Financial Services first reported a position in Prudential Financial in Q2 2021 and held it in 12 quarters.
Physicians Financial Services's Prudential Financial position peaked at $396K in Q1 2022.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Physicians Financial Services's 13F filing for Q2 2024, filed 14 Aug 2024.