Sargent Bickham Lagudis’s Prudential Financial PRU Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$565K	Sell	5,682 -35	-0.6%	-$3.54K	0.05%	169
2022 Q3	$490K	Sell	5,717 -677	-11%	-$65.2K	0.04%	171
2022 Q2	$612K	Sell	6,394 -248	-4%	-$26.2K	0.05%	162
2022 Q1	$785K	Buy	6,642 +48	+0.7%	+$5.46K	0.06%	152
2021 Q4	$714K	Buy	6,594 +312	+5%	+$33.9K	0.05%	152
2021 Q3	$661K	Buy	6,282 +1,410	+29%	+$145K	0.05%	151
2021 Q2	$499K	Buy	4,872 +646	+15%	+$66K	0.04%	172
2021 Q1	$385K	Sell	4,226 -18	-0.4%	-$1.54K	0.03%	180
2020 Q4	$331K	Buy	4,244 +1,247	+42%	+$90.1K	0.03%	188
2020 Q3	$190K	Buy	2,997 +315	+12%	+$20.7K	0.02%	224
2020 Q2	$163K	Buy	2,682 +1,340	+100%	+$78.7K	0.02%	223
2020 Q1	$70K	Buy	1,342 +462	+53%	+$36.7K	0.01%	294
2019 Q4	$82K	Buy	880 +88	+11%	+$8.08K	0.01%	304
2019 Q3	$71K	Buy	792 +44	+6%	+$3.99K	0.01%	300
2019 Q2	$76K	Sell	748 -25	-3%	-$2.49K	0.01%	313
2019 Q1	$71K	Buy	773 +28	+4%	+$2.58K	0.01%	328
2018 Q4	$61K	Buy	745 +45	+6%	+$4.14K	0.01%	334
2018 Q3	$71K	Buy	700 +402	+135%	+$39.6K	0.01%	315
2018 Q2	$28K	Buy	+298	New	+$30.1K	﹤0.01%	441
2016 Q2	–	Sell	-196	Closed	-$14K	–	757
2016 Q1	$14K	Buy	+196	New	+$13.7K	﹤0.01%	526

Other funds holding PRU

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Sargent Bickham Lagudis's PRU Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Prudential Financial (PRU) stake by 0.61% in Q4 2022, selling an estimated $3.54K and leaving 5,682 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #169.

Sargent Bickham Lagudis first reported a position in PRU in Q1 2016 and has held it in 20 quarters since. The position peaked at $785K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Sargent Bickham Lagudis held 5,682 shares of Prudential Financial worth $565K as of Q4 2022.
Sargent Bickham Lagudis sold 35 Prudential Financial shares in Q4 2022, an estimated $3.54K.
Prudential Financial made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #169 holding.
Sargent Bickham Lagudis first reported a position in Prudential Financial in Q1 2016 and has held it in 20 quarters since.
Sargent Bickham Lagudis's Prudential Financial position peaked at $785K in Q1 2022.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.