RCM
PRU icon

Richardson Capital Management’s Prudential Financial PRU Stock Holding History

Richardson 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
2024
Q1 		– Sell
-3,000
Closed -$311K – 173
2023
Q4 		$311K Buy
+3,000
New +$288K 0.3% 13

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
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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Richardson Capital Management's PRU Position: Q1 2024 in Review

Richardson Capital Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 3,000 shares — an estimated $311K sold.

Richardson Capital Management first reported a position in PRU in Q4 2023 and held it in 1 quarter. The position peaked at $311K in Q4 2023. 1,264 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Richardson Capital Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 3,000 Prudential Financial shares in Q1 2024, an estimated $311K.
  • Richardson Capital Management first reported a position in Prudential Financial in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's Prudential Financial position peaked at $311K in Q4 2023.
  • 1,264 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.