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Schechter Investment Advisors’s Prudential Financial PRU Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$699K Sell
6,258
-1,107
-15% -$126K 0.06% 294
2024
Q4 		$873K Sell
7,365
-508
-6% -$62.7K 0.07% 263
2024
Q3 		$953K Sell
7,873
-878
-10% -$104K 0.07% 259
2024
Q2 		$1.03M Buy
8,751
+3
+0% +$346 0.08% 232
2024
Q1 		$1.03M Sell
8,748
-146
-2% -$15.7K 0.08% 240
2023
Q4 		$922K Buy
8,894
+17
+0.2% +$1.63K 0.08% 244
2023
Q3 		$842K Buy
8,877
+44
+0.5% +$4.16K 0.08% 251
2023
Q2 		$779K Sell
8,833
-47
-0.5% -$3.93K 0.07% 292
2023
Q1 		$735K Sell
8,880
-642
-7% -$61.3K 0.07% 317
2022
Q4 		$947K Sell
9,522
-104
-1% -$10.5K 0.09% 309
2022
Q3 		$825K Sell
9,626
-746
-7% -$71.8K 0.08% 347
2022
Q2 		$993K Sell
10,372
-178
-2% -$18.8K 0.1% 288
2022
Q1 		$1.25M Sell
10,550
-2,071
-16% -$235K 0.12% 226
2021
Q4 		$1.37M Buy
+12,621
New +$1.37M 0.12% 212

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schechter Investment Advisors's PRU Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Prudential Financial (PRU) stake by 15% in Q1 2025, selling an estimated $126K and leaving 6,258 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #294.

Schechter Investment Advisors first reported a position in PRU in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2021. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Schechter Investment Advisors held 6,258 shares of Prudential Financial worth $699K as of Q1 2025.
  • Schechter Investment Advisors sold 1,107 Prudential Financial shares in Q1 2025, an estimated $126K.
  • Prudential Financial made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #294 holding.
  • Schechter Investment Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Prudential Financial position peaked at $1.37M in Q4 2021.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.