Safeguard Financial’s Prudential Financial PRU Stock Holding History

Safeguard Financial’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	-92	Closed	-$8K	–	426
2023 Q2	$8K	Buy	+92	New	+$7.7K	﹤0.01%	359

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Financial's PRU Position: Q3 2023 in Review

Safeguard Financial sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 92 shares — an estimated $8K sold.

Safeguard Financial first reported a position in PRU in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

Safeguard Financial reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 92 Prudential Financial shares in Q3 2023, an estimated $8K.
Safeguard Financial first reported a position in Prudential Financial in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Prudential Financial position peaked at $8K in Q2 2023.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.