RG
PRU icon

Retirement Group’s Prudential Financial PRU Stock Holding History

Retirement 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
Q3 		– Sell
-15
Closed -$1.32K – 818
2023
Q2 		$1.32K Hold
15
– – ﹤0.01% 650
2023
Q1 		$1K Hold
15
– – ﹤0.01% 652
2022
Q4 		$1K Hold
15
– – ﹤0.01% 589
2022
Q3 		$1K Buy
15
+5
+50% +$481 ﹤0.01% 446
2022
Q2 		$1K Hold
10
– – ﹤0.01% 698
2022
Q1 		$1K Hold
10
– – ﹤0.01% 700
2021
Q4 		$1K Hold
10
– – ﹤0.01% 674
2021
Q3 		$1K Hold
10
– – ﹤0.01% 588
2021
Q2 		$1K Hold
10
– – ﹤0.01% 629
2021
Q1 		$1K Hold
10
– – ﹤0.01% 699
2020
Q4 		$0 Hold
10
– – ﹤0.01% 722
2020
Q3 		$1K Hold
10
– – ﹤0.01% 626
2020
Q2 		$1K Buy
+10
New +$587 ﹤0.01% 611
2019
Q4 		$1K Buy
+10
New +$918 ﹤0.01% 614

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Group's PRU Position: Q3 2023 in Review

Retirement Group sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 15 shares — an estimated $1.32K sold.

Retirement Group first reported a position in PRU in Q4 2019 and held it in 14 quarters. The position peaked at $1.32K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Retirement Group reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 15 Prudential Financial shares in Q3 2023, an estimated $1.32K.
  • Retirement Group first reported a position in Prudential Financial in Q4 2019 and held it in 14 quarters.
  • Retirement Group's Prudential Financial position peaked at $1.32K in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.