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Planning Capital Management Corporation’s Prudential Financial PRU Stock Holding History

Planning Capital Management Corporation’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
Q3 		$98.9K Buy
817
+134
+20% +$15.8K 0.07% 136
2024
Q2 		$80K Hold
683
– – 0.06% 153
2024
Q1 		$80.2K Sell
683
-73
-10% -$7.87K 0.06% 152
2023
Q4 		$78.4K Buy
+756
New +$72.5K 0.06% 153

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Capital Management Corporation's PRU Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Prudential Financial (PRU) stake by 20% in Q3 2024, buying an estimated $15.8K and bringing the position to 817 shares worth $98.9K. The position accounts for 0.07% of the portfolio, ranked #136.

Planning Capital Management Corporation first reported a position in PRU in Q4 2023 and has held it in 4 quarters since. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Planning Capital Management Corporation held 817 shares of Prudential Financial worth $98.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 134 Prudential Financial shares in Q3 2024, an estimated $15.8K.
  • Prudential Financial made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #136 holding.
  • Planning Capital Management Corporation first reported a position in Prudential Financial in Q4 2023 and has held it in 4 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.