Surevest’s Prudential Financial PRU Stock Holding History

Surevest’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	$20K	Hold	234	–	–	0.01%	242
2022 Q2	$22K	Hold	234	–	–	0.01%	256
2022 Q1	$28K	Hold	234	–	–	0.01%	215
2021 Q4	$25K	Buy	+234	New	+$25.4K	0.01%	224
2020 Q1	–	Sell	-2,470	Closed	-$232K	–	130
2019 Q4	$232K	Hold	2,470	–	–	0.1%	134
2019 Q3	$222K	Buy	2,470 +8	+0.3%	+$725	0.11%	123
2019 Q2	$249K	Buy	+2,462	New	+$245K	0.13%	121

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

Surevest's PRU Position: Q3 2022 in Review

Surevest held its Prudential Financial (PRU) position steady in Q3 2022 at 234 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #242.

Surevest first reported a position in PRU in Q2 2019 and has held it in 7 quarters since. The position peaked at $249K in Q2 2019. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Surevest held 234 shares of Prudential Financial worth $20K as of Q3 2022.
Surevest left its Prudential Financial share count unchanged in Q3 2022.
Prudential Financial made up 0.01% of Surevest's portfolio in Q3 2022, its #242 holding.
Surevest first reported a position in Prudential Financial in Q2 2019 and has held it in 7 quarters since.
Surevest's Prudential Financial position peaked at $249K in Q2 2019.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.