Sterling Investment Advisors (Pennsylvania)’s Prudential Financial PRU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-325	Closed	-$31K	–	396
2022 Q2	$31K	Buy	325 +100	+44%	+$10.6K	0.01%	283
2022 Q1	$27K	Hold	225	–	–	0.01%	331
2021 Q4	$24K	Hold	225	–	–	0.01%	347
2021 Q3	$24K	Hold	225	–	–	0.01%	340
2021 Q2	$23K	Hold	225	–	–	0.01%	341
2021 Q1	$20K	Hold	225	–	–	0.01%	337
2020 Q4	$18K	Buy	+225	New	+$16.3K	0.01%	317
2017 Q3	–	Sell	-42	Closed	-$5K	–	365
2017 Q2	$5K	Buy	+42	New	+$4.46K	﹤0.01%	329

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PRU Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 325 shares — an estimated $31K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PRU in Q2 2017 and held it in 8 quarters. The position peaked at $31K in Q2 2022. 1,124 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 325 Prudential Financial shares in Q3 2022, an estimated $31K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Prudential Financial in Q2 2017 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s Prudential Financial position peaked at $31K in Q2 2022.
1,124 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.