PCM
PRU icon

Pointe Capital Management’s Prudential Financial PRU Stock Holding History

Pointe 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
Q2 		– Sell
-88
Closed -$7.28K – 329
2023
Q1 		$7.28K Buy
+88
New +$8.4K 0.01% 329

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Pointe Capital Management's PRU Position: Q2 2023 in Review

Pointe Capital Management sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 88 shares — an estimated $7.28K sold.

Pointe Capital Management first reported a position in PRU in Q1 2023 and held it in 1 quarter. The position peaked at $7.28K in Q1 2023. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Pointe Capital Management reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 88 Prudential Financial shares in Q2 2023, an estimated $7.28K.
  • Pointe Capital Management first reported a position in Prudential Financial in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Prudential Financial position peaked at $7.28K in Q1 2023.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.