Prudential Financial
SUNW

Prudential Financial’s Sunworks, Inc. SUNW Stock Holding History

Prudential Financial’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,200
Closed -$17.8K – 2741
2023
Q3 		$17.8K Hold
34,200
– – ﹤0.01% 2575
2023
Q2 		$38.6K Buy
+34,200
New +$38.2K ﹤0.01% 2560
2022
Q4 		– Sell
-17,800
Closed -$50K – 2731
2022
Q3 		$50K Hold
17,800
– – ﹤0.01% 2558
2022
Q2 		$28K Buy
+17,800
New +$33.9K ﹤0.01% 2629

Other funds holding SUNW

CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial's SUNW Position: Q4 2023 in Review

Prudential Financial sold out of Sunworks, Inc. (SUNW) in Q4 2023, closing a stake of 34,200 shares — an estimated $17.8K sold.

Prudential Financial first reported a position in SUNW in Q2 2022 and held it in 4 quarters. The position peaked at $50K in Q3 2022. 31 funds tracked by Wall St. Rank hold SUNW as of Q4 2023.

  • Prudential Financial reported no remaining Sunworks, Inc. position as of Q4 2023 after selling out during the quarter.
  • Prudential Financial sold 34,200 Sunworks, Inc. shares in Q4 2023, an estimated $17.8K.
  • Prudential Financial first reported a position in Sunworks, Inc. in Q2 2022 and held it in 4 quarters.
  • Prudential Financial's Sunworks, Inc. position peaked at $50K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.