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Syverson Strege & Co’s Prudential Financial PRU Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-37
Closed -$3.06K – 474
2023
Q1 		$3.06K Buy
+37
New +$3.53K ﹤0.01% 411
2021
Q4 		– Sell
-57
Closed -$6K – 440
2021
Q3 		$6K Buy
+57
New +$5.87K ﹤0.01% 305

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Syverson Strege & Co's PRU Position: Q2 2023 in Review

Syverson Strege & Co sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 37 shares — an estimated $3.06K sold.

Syverson Strege & Co first reported a position in PRU in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Syverson Strege & Co reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 37 Prudential Financial shares in Q2 2023, an estimated $3.06K.
  • Syverson Strege & Co first reported a position in Prudential Financial in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Prudential Financial position peaked at $6K in Q3 2021.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.