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Simplicity Solutions’s Prudential Financial PRU Stock Holding History

Simplicity Solutions’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 		$869K Buy
8,377
+28
+0.3% +$2.69K 0.02% 483
2023
Q3 		$792K Sell
8,349
-891
-10% -$84.3K 0.03% 469
2023
Q2 		$815K Buy
9,240
+238
+3% +$19.9K 0.02% 518
2023
Q1 		$745K Buy
9,002
+2,635
+41% +$251K 0.02% 572
2022
Q4 		$633K Sell
6,367
-562
-8% -$56.9K 0.09% 280
2022
Q3 		$595K Buy
6,929
+664
+11% +$63.9K 0.09% 275
2022
Q2 		$599K Buy
6,265
+900
+17% +$95.3K 0.08% 274
2022
Q1 		$634K Buy
5,365
+957
+22% +$109K 0.08% 266
2021
Q4 		$478K Sell
4,408
-1,088
-20% -$118K 0.05% 405
2021
Q3 		$578K Buy
5,496
+3,522
+178% +$363K 0.09% 252
2021
Q2 		$202K Buy
+1,974
New +$202K 0.04% 501
2021
Q1 		– Sell
-23,337
Closed -$1.82M – 842
2020
Q4 		$1.82M Buy
23,337
+4,259
+22% +$308K 0.03% 409
2020
Q3 		$1.21M Sell
19,078
-15,219
-44% -$1M 0.02% 440
2020
Q2 		$2.09M Buy
34,297
+7,430
+28% +$436K 0.04% 303
2020
Q1 		$1.4M Buy
26,867
+13,470
+101% +$1.07M 0.04% 277
2019
Q4 		$1.25M Buy
13,397
+4,883
+57% +$448K 0.04% 335
2019
Q3 		$766K Buy
8,514
+736
+9% +$66.7K 0.03% 351
2019
Q2 		$786K Buy
7,778
+4,249
+120% +$424K 0.03% 299
2019
Q1 		$324K Sell
3,529
-992
-22% -$91.5K 0.02% 511
2018
Q4 		$369K Sell
4,521
-4,419
-49% -$407K 0.05% 385
2018
Q3 		$906K Buy
8,940
+6,282
+236% +$619K 0.05% 179
2018
Q2 		$249K Buy
2,658
+321
+14% +$32.4K 0.02% 418
2018
Q1 		$242K Buy
+2,337
New +$263K 0.02% 315

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

Simplicity Solutions's PRU Position: Q4 2023 in Review

Simplicity Solutions increased its Prudential Financial (PRU) stake by 0.34% in Q4 2023, buying an estimated $2.69K and bringing the position to 8,377 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #483.

Simplicity Solutions first reported a position in PRU in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.09M in Q2 2020. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Simplicity Solutions held 8,377 shares of Prudential Financial worth $869K as of Q4 2023.
  • Simplicity Solutions bought 28 Prudential Financial shares in Q4 2023, an estimated $2.69K.
  • Prudential Financial made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #483 holding.
  • Simplicity Solutions first reported a position in Prudential Financial in Q1 2018 and has held it in 23 quarters since.
  • Simplicity Solutions's Prudential Financial position peaked at $2.09M in Q2 2020.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.