Piershale Financial Group’s Prudential Financial PRU Stock Holding History

Piershale Financial Group’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 Q2	$14K	Hold	158	–	–	0.01%	95
2023 Q1	$13.1K	Hold	158	–	–	0.01%	96
2022 Q4	$15.7K	Buy	+158	New	+$16K	0.01%	80
2016 Q4	–	Sell	-774	Closed	-$63K	–	108
2016 Q3	$63K	Buy	774 +4	+0.5%	+$307	0.05%	31
2016 Q2	$55K	Buy	770 +3	+0.4%	+$226	0.04%	31
2016 Q1	$55K	Buy	767 +3	+0.4%	+$209	0.03%	30
2015 Q4	$62K	Buy	764 +216	+39%	+$17.9K	0.04%	34
2015 Q3	$42K	Buy	548 +174	+47%	+$14.6K	0.03%	32
2015 Q2	$33K	Buy	374 +1	+0.3%	+$85	0.02%	38
2015 Q1	$30K	Buy	373 +1	+0.3%	+$81	0.02%	44
2014 Q4	$34K	Buy	372 +1	+0.3%	+$86	0.02%	54
2014 Q3	$33K	Sell	371 -37	-9%	-$3.31K	0.03%	47
2014 Q2	$36K	Buy	408 +1	+0.2%	+$84	0.03%	55
2014 Q1	$34K	Buy	407 +1	+0.2%	+$86	0.04%	47
2013 Q4	$37K	Buy	406 +39	+11%	+$3.33K	0.05%	35
2013 Q3	$29K	Buy	367 +1	+0.3%	+$78	0.03%	48
2013 Q2	$27K	Buy	+366	New	+$23.7K	0.05%	35

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

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

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

Piershale Financial Group's PRU Position: Q2 2023 in Review

Piershale Financial Group held its Prudential Financial (PRU) position steady in Q2 2023 at 158 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #95.

Piershale Financial Group first reported a position in PRU in Q2 2013 and has held it in 17 quarters since. The position peaked at $63K in Q3 2016. 1,147 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

Piershale Financial Group held 158 shares of Prudential Financial worth $14K as of Q2 2023.
Piershale Financial Group left its Prudential Financial share count unchanged in Q2 2023.
Prudential Financial made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #95 holding.
Piershale Financial Group first reported a position in Prudential Financial in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's Prudential Financial position peaked at $63K in Q3 2016.
1,147 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.