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SevenBridge Financial Group’s Prudential Financial PRU Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-2,198
Closed -$219K – 181
2022
Q4 		$219K Buy
+2,198
New +$223K 0.06% 171
2020
Q1 		– Sell
-5,043
Closed -$473K – 145
2019
Q4 		$473K Buy
5,043
+160
+3% +$14.7K 0.12% 102
2019
Q3 		$439K Sell
4,883
-1,301
-21% -$118K 0.23% 89
2019
Q2 		$625K Buy
6,184
+578
+10% +$57.6K 0.22% 84
2019
Q1 		$515K Sell
5,606
-128
-2% -$11.8K 0.19% 86
2018
Q4 		$468K Sell
5,734
-1,499
-21% -$138K 0.29% 74
2018
Q3 		$733K Sell
7,233
-2,315
-24% -$228K 0.39% 70
2018
Q2 		$893K Sell
9,548
-57
-0.6% -$5.76K 0.5% 63
2018
Q1 		$995K Sell
9,605
-14
-0.1% -$1.58K 0.57% 53
2017
Q4 		$1.11M Hold
9,619
– – 0.61% 51
2017
Q3 		$1.02M Sell
9,619
-70
-0.7% -$7.48K 0.59% 53
2017
Q2 		$1.05M Buy
9,689
+96
+1% +$10.2K 0.64% 47
2017
Q1 		$1.02M Sell
9,593
-5,929
-38% -$640K 0.67% 46
2016
Q4 		$1.3M Hold
15,522
– – 0.94% 31
2016
Q3 		$1.3M Buy
15,522
+6,657
+75% +$511K 0.95% 31
2016
Q2 		$632K Buy
+8,865
New +$669K 0.44% 64

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SevenBridge Financial Group's PRU Position: Q1 2023 in Review

SevenBridge Financial Group sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,198 shares — an estimated $219K sold.

SevenBridge Financial Group first reported a position in PRU in Q2 2016 and held it in 16 quarters. The position peaked at $1.3M in Q4 2016. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • SevenBridge Financial Group reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,198 Prudential Financial shares in Q1 2023, an estimated $219K.
  • SevenBridge Financial Group first reported a position in Prudential Financial in Q2 2016 and held it in 16 quarters.
  • SevenBridge Financial Group's Prudential Financial position peaked at $1.3M in Q4 2016.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on SevenBridge Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.