SpiderRock Advisors’s Prudential Financial PRU Stock Holding History

SpiderRock 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
2024 Q3	$957K	Hold	7,900	–	–	0.02%	489
2024 Q2	$926K	Buy	+7,900	New	+$912K	0.02%	427
2023 Q4	–	Hold	0	–	-$366	–	187
2023 Q3	–	Hold	0	–	–	–	126
2023 Q2	–	Hold	0	–	–	–	108
2023 Q1	–	Hold	0	–	–	–	105
2022 Q4	–	Hold	0	–	–	–	106
2022 Q3	–	Hold	0	–	–	–	108
2022 Q2	–	Hold	0	–	–	–	100
2022 Q1	–	Hold	0	–	–	–	60
2021 Q4	–	Hold	0	–	–	–	62
2021 Q3	–	Hold	0	–	–	–	62
2021 Q2	–	Hold	0	–	–	–	70
2021 Q1	–	Hold	0	–	–	–	71
2020 Q4	–	Hold	0	–	–	–	43
2020 Q3	–	Hold	0	–	–	–	48
2020 Q2	–	Hold	0	–	–	–	48
2020 Q1	–	Hold	0	–	–	–	18
2019 Q4	–	Hold	0	–	–	–	24
2019 Q3	–	Hold	0	–	–	–	58
2019 Q2	–	Hold	0	–	–	–	45
2019 Q1	–	Hold	0	–	–	–	19
2018 Q4	–	Hold	0	–	–	–	13
2018 Q3	–	Hold	0	–	–	–	6
2018 Q2	–	Hold	0	–	–	–	4
2018 Q1	–	Hold	0	–	–	–	5
2017 Q4	–	Hold	0	–	–	–	6
2017 Q3	–	Hold	0	–	–	–	279
2017 Q2	–	Hold	0	–	–	–	837

Other funds holding PRU

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

SpiderRock Advisors's PRU Position: Q3 2024 in Review

SpiderRock Advisors reduced its Prudential Financial (PRU) stake by 63% in Q3 2024, selling an estimated $1.91M and leaving 9,619 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #438.

SpiderRock Advisors first reported a position in PRU in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.02M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

SpiderRock Advisors held 9,619 shares of Prudential Financial worth $1.16M as of Q3 2024.
SpiderRock Advisors sold 16,153 Prudential Financial shares in Q3 2024, an estimated $1.91M.
Prudential Financial made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #438 holding.
SpiderRock Advisors first reported a position in Prudential Financial in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's Prudential Financial position peaked at $3.02M in Q2 2024.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.