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SSI Investment Management’s Prudential Financial PRU Stock Holding History

SSI Investment Management’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
-2,504
Closed -$249K – 281
2022
Q4 		$249K Hold
2,504
– – 0.02% 277
2022
Q3 		$215K Buy
2,504
+7
+0.3% +$674 0.01% 273
2022
Q2 		$238K Hold
2,497
– – 0.02% 270
2022
Q1 		$295K Sell
2,497
-26
-1% -$2.96K 0.02% 264
2021
Q4 		$274K Sell
2,523
-5
-0.2% -$543 0.02% 280
2021
Q3 		$267K Hold
2,528
– – 0.02% 273
2021
Q2 		$260K Sell
2,528
-8
-0.3% -$817 0.02% 276
2021
Q1 		$231K Buy
+2,536
New +$217K 0.02% 282
2015
Q1 		– Sell
-3,650
Closed -$330K – 345
2014
Q4 		$330K Sell
3,650
-1,025
-22% -$88.1K 0.03% 264
2014
Q3 		$411K Buy
4,675
+1,035
+28% +$92.5K 0.04% 256
2014
Q2 		$324K Sell
3,640
-1,109
-23% -$93.2K 0.03% 301
2014
Q1 		$402K Buy
+4,749
New +$409K 0.04% 282

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

SSI Investment Management's PRU Position: Q1 2023 in Review

SSI Investment Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,504 shares — an estimated $249K sold.

SSI Investment Management first reported a position in PRU in Q1 2014 and held it in 12 quarters. The position peaked at $411K in Q3 2014. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • SSI Investment Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • SSI Investment Management sold 2,504 Prudential Financial shares in Q1 2023, an estimated $249K.
  • SSI Investment Management first reported a position in Prudential Financial in Q1 2014 and held it in 12 quarters.
  • SSI Investment Management's Prudential Financial position peaked at $411K in Q3 2014.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on SSI Investment Management's 13F filing for Q1 2023, filed 15 May 2023.