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Sugarloaf Wealth Management’s Prudential Financial PRU Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$102K Sell
860
-601
-41% -$74.2K 0.02% 232
2024
Q3 		$177K Buy
1,461
+3
+0.2% +$355 0.03% 187
2024
Q2 		$171K Buy
1,458
+707
+94% +$81.6K 0.03% 167
2024
Q1 		$88.1K Sell
751
-113
-13% -$12.2K 0.02% 237
2023
Q4 		$89.6K Buy
864
+5
+0.6% +$480 0.02% 229
2023
Q3 		$81.6K Sell
859
-1,951
-69% -$185K 0.02% 230
2023
Q2 		$248K Buy
2,810
+347
+14% +$29K 0.06% 107
2023
Q1 		$204K Buy
2,463
+1,530
+164% +$146K 0.05% 130
2022
Q4 		$92.8K Sell
933
-62
-6% -$6.28K 0.02% 204
2022
Q3 		$86K Sell
995
-45
-4% -$4.33K 0.02% 214
2022
Q2 		$99K Buy
1,040
+6
+0.6% +$635 0.02% 189
2022
Q1 		$122K Buy
1,034
+4
+0.4% +$455 0.03% 170
2021
Q4 		$111K Buy
1,030
+4
+0.4% +$434 0.03% 187
2021
Q3 		$108K Buy
1,026
+5
+0.5% +$515 0.03% 182
2021
Q2 		$105K Buy
1,021
+5
+0.5% +$511 0.03% 184
2021
Q1 		$93 Sell
1,016
-108
-10% -$9.24K 0.03% 197
2020
Q4 		$88K Buy
1,124
+118
+12% +$8.53K 0.03% 191
2020
Q3 		$64K Buy
1,006
+56
+6% +$3.68K 0.02% 201
2020
Q2 		$58K Sell
950
-310
-25% -$18.2K 0.02% 219
2020
Q1 		$66K Buy
1,260
+6
+0.5% +$477 0.03% 188
2019
Q4 		$118K Buy
+1,254
New +$115K 0.05% 159

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's PRU Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Prudential Financial (PRU) stake by 41% in Q4 2024, selling an estimated $74.2K and leaving 860 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #232.

Sugarloaf Wealth Management first reported a position in PRU in Q4 2019 and has held it in 21 quarters since. The position peaked at $248K in Q2 2023. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Sugarloaf Wealth Management held 860 shares of Prudential Financial worth $102K as of Q4 2024.
  • Sugarloaf Wealth Management sold 601 Prudential Financial shares in Q4 2024, an estimated $74.2K.
  • Prudential Financial made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #232 holding.
  • Sugarloaf Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Prudential Financial position peaked at $248K in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.