SC
PRH

Sierra Capital’s Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 PRH Stock Holding History

Sierra Capital’s Portfolio PRH Stock Details PRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-159
Closed -$4K – 465
2022
Q4 		$4K Hold
159
– – ﹤0.01% 435
2022
Q3 		$4K Buy
+159
New +$3.96K ﹤0.01% 439

Other funds holding PRH

BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sierra Capital's PRH Position: Q1 2023 in Review

Sierra Capital sold out of Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 (PRH) in Q1 2023, closing a stake of 159 shares — an estimated $4K sold.

Sierra Capital first reported a position in PRH in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q4 2022. 3 funds tracked by Wall St. Rank hold PRH as of Q1 2023.

  • Sierra Capital reported no remaining Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 159 Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 shares in Q1 2023, an estimated $4K.
  • Sierra Capital first reported a position in Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 in Q3 2022 and held it in 2 quarters.
  • Sierra Capital's Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 position peaked at $4K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Prudential Financial Inc 5.950% Junior Subordinated Notes due 2062 as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.