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Sanders Morris Harris’s Prudential Financial PRU Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-2,465
Closed -$234K – 230
2023
Q3 		$234K Hold
2,465
– – 0.05% 216
2023
Q2 		$217K Hold
2,465
– – 0.05% 222
2023
Q1 		$204K Hold
2,465
– – 0.07% 124
2022
Q4 		$245K Hold
2,465
– – 0.09% 172
2022
Q3 		$211K Sell
2,465
-83
-3% -$7.99K 0.05% 242
2022
Q2 		$244K Buy
+2,548
New +$270K 0.05% 233

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sanders Morris Harris's PRU Position: Q4 2023 in Review

Sanders Morris Harris sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 2,465 shares — an estimated $234K sold.

Sanders Morris Harris first reported a position in PRU in Q2 2022 and held it in 6 quarters. The position peaked at $245K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Sanders Morris Harris reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • Sanders Morris Harris sold 2,465 Prudential Financial shares in Q4 2023, an estimated $234K.
  • Sanders Morris Harris first reported a position in Prudential Financial in Q2 2022 and held it in 6 quarters.
  • Sanders Morris Harris's Prudential Financial position peaked at $245K in Q4 2022.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Sanders Morris Harris's 13F filing for Q4 2023, filed 10 Jan 2024.