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Symmetry Partners’s Prudential Financial PRU Stock Holding History

Symmetry Partners’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 		– Sell
-3,910
Closed -$458K – 407
2024
Q2 		$458K Sell
3,910
-1,322
-25% -$153K 0.02% 303
2024
Q1 		$614K Buy
5,232
+200
+4% +$21.6K 0.05% 262
2023
Q4 		$524K Sell
5,032
-546
-10% -$52.4K 0.03% 271
2023
Q3 		$529K Sell
5,578
-1,188
-18% -$112K 0.03% 293
2023
Q2 		$597K Hold
6,766
– – 0.03% 288
2023
Q1 		$560K Buy
6,766
+1,383
+26% +$132K 0.03% 294
2022
Q4 		$535K Hold
5,383
– – 0.03% 309
2022
Q3 		$462K Hold
5,383
– – 0.03% 325
2022
Q2 		$515K Sell
5,383
-778
-13% -$82.3K 0.03% 307
2022
Q1 		$728K Sell
6,161
-8,237
-57% -$937K 0.05% 271
2021
Q4 		$1.56M Buy
14,398
+8,237
+134% +$895K 0.1% 133
2021
Q3 		$666K Buy
6,161
+338
+6% +$34.8K 0.04% 321
2021
Q2 		$597K Hold
5,823
– – 0.04% 361
2021
Q1 		$530K Sell
5,823
-434
-7% -$37.2K 0.04% 377
2020
Q4 		$489K Buy
6,257
+22
+0.4% +$1.59K 0.04% 377
2020
Q3 		$396K Buy
+6,235
New +$410K 0.03% 397
2020
Q2 		– Sell
-3,991
Closed -$208K – 339
2020
Q1 		$208K Sell
3,991
-449
-10% -$35.7K 0.05% 263
2019
Q4 		$416K Sell
4,440
-961
-18% -$88.2K 0.09% 196
2019
Q3 		$486K Buy
+5,401
New +$489K 0.1% 165

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Symmetry Partners's PRU Position: Q3 2024 in Review

Symmetry Partners sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 3,910 shares — an estimated $458K sold.

Symmetry Partners first reported a position in PRU in Q3 2019 and held it in 19 quarters. The position peaked at $1.56M in Q4 2021. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Symmetry Partners reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 3,910 Prudential Financial shares in Q3 2024, an estimated $458K.
  • Symmetry Partners first reported a position in Prudential Financial in Q3 2019 and held it in 19 quarters.
  • Symmetry Partners's Prudential Financial position peaked at $1.56M in Q4 2021.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.