Tri Locum Partners’s Prudential Financial PRU Stock Holding History

Tri Locum 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
2023 Q3	–	Sell	-2,463	Closed	-$217K	–	78
2023 Q2	$217K	Buy	+2,463	New	+$206K	0.08%	49

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tri Locum Partners's PRU Position: Q3 2023 in Review

Tri Locum Partners sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 2,463 shares — an estimated $217K sold.

Tri Locum Partners first reported a position in PRU in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

Tri Locum Partners reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
Tri Locum Partners sold 2,463 Prudential Financial shares in Q3 2023, an estimated $217K.
Tri Locum Partners first reported a position in Prudential Financial in Q2 2023 and held it in 1 quarter.
Tri Locum Partners's Prudential Financial position peaked at $217K in Q2 2023.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Tri Locum Partners's 13F filing for Q3 2023, filed 14 Nov 2023.