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Systematic Alpha Investments’s Prudential Financial PRU Stock Holding History

Systematic Alpha Investments’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
Q1 		– Sell
-707
Closed -$73.3K – 260
2023
Q4 		$73.3K Hold
707
– – ﹤0.01% 264
2023
Q3 		$67.1K Hold
707
– – ﹤0.01% 257
2023
Q2 		$62.4K Hold
707
– – ﹤0.01% 237
2023
Q1 		$58.5K Buy
+707
New +$67.5K ﹤0.01% 265
2021
Q4 		– Sell
-729
Closed -$80K – 417
2021
Q3 		$80K Buy
729
+22
+3% +$2.27K ﹤0.01% 291
2021
Q2 		$75K Hold
707
– – ﹤0.01% 218
2021
Q1 		$64K Hold
707
– – ﹤0.01% 151
2020
Q4 		$55K Buy
+707
New +$51.1K 0.01% 118

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Systematic Alpha Investments's PRU Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 707 shares — an estimated $73.3K sold.

Systematic Alpha Investments first reported a position in PRU in Q4 2020 and held it in 8 quarters. The position peaked at $80K in Q3 2021. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 707 Prudential Financial shares in Q1 2024, an estimated $73.3K.
  • Systematic Alpha Investments first reported a position in Prudential Financial in Q4 2020 and held it in 8 quarters.
  • Systematic Alpha Investments's Prudential Financial position peaked at $80K in Q3 2021.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.