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Private Portfolio Partners’s Prudential Financial PRU Stock Holding History

Private Portfolio Partners’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
Q4 		$685K Sell
5,778
-157
-3% -$19.4K 0.13% 128
2024
Q3 		$719K Buy
+5,935
New +$702K 0.13% 122
2024
Q2 		– Sell
-5,947
Closed -$698K – 214
2024
Q1 		$698K Sell
5,947
-30
-0.5% -$3.23K 0.15% 118
2023
Q4 		$620K Sell
5,977
-656
-10% -$62.9K 0.14% 119
2023
Q3 		$629K Sell
6,633
-516
-7% -$48.8K 0.16% 103
2023
Q2 		$631K Buy
7,149
+119
+2% +$9.96K 0.16% 103
2023
Q1 		$582K Sell
7,030
-563
-7% -$53.7K 0.16% 108
2022
Q4 		$755K Buy
7,593
+16
+0.2% +$1.62K 0.2% 95
2022
Q3 		$650K Buy
7,577
+921
+14% +$88.7K 0.19% 103
2022
Q2 		$637K Buy
6,656
+599
+10% +$63.4K 0.18% 106
2022
Q1 		$716K Buy
6,057
+541
+10% +$61.5K 0.18% 109
2021
Q4 		$597K Buy
5,516
+184
+3% +$20K 0.15% 128
2021
Q3 		$561K Buy
5,332
+10
+0.2% +$1.03K 0.16% 127
2021
Q2 		$545K Buy
5,322
+697
+15% +$71.2K 0.16% 125
2021
Q1 		$421K Buy
4,625
+146
+3% +$12.5K 0.14% 141
2020
Q4 		$350K Buy
4,479
+149
+3% +$10.8K 0.12% 153
2020
Q3 		$275K Buy
+4,330
New +$285K 0.11% 167

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Portfolio Partners's PRU Position: Q4 2024 in Review

Private Portfolio Partners reduced its Prudential Financial (PRU) stake by 2.6% in Q4 2024, selling an estimated $19.4K and leaving 5,778 shares worth $685K. The position accounts for 0.13% of the portfolio, ranked #128.

Private Portfolio Partners first reported a position in PRU in Q3 2020 and has held it in 17 quarters since. The position peaked at $755K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Private Portfolio Partners held 5,778 shares of Prudential Financial worth $685K as of Q4 2024.
  • Private Portfolio Partners sold 157 Prudential Financial shares in Q4 2024, an estimated $19.4K.
  • Prudential Financial made up 0.13% of Private Portfolio Partners's portfolio in Q4 2024, its #128 holding.
  • Private Portfolio Partners first reported a position in Prudential Financial in Q3 2020 and has held it in 17 quarters since.
  • Private Portfolio Partners's Prudential Financial position peaked at $755K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.